+84.2%
MNST vs IAU
+141.6%
-57.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.5% |
| 7D | -6.5% | -0.5% | -6.0% | -6.5% |
| 30D | -7.2% | +4.4% | -11.7% | -7.5% |
| 3M | -1.0% | -1.1% | 0.0% | -0.9% |
| 6M | +11.5% | -13.7% | +25.2% | +12.5% |
| YTD | +14.3% | +2.7% | +11.6% | +14.0% |
| 1Y | +38.1% | +24.6% | +13.5% | +36.4% |
| 3Y | +55.0% | +126.8% | -71.9% | +46.8% |
| All | +84.2% | +141.6% | -57.5% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IAU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling