+251.2%
MNST vs NUE
+599.8%
-348.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.8% | +0.4% |
| 7D | -1.0% | -0.6% | -0.3% | -0.8% |
| 30D | -5.6% | -4.6% | -1.1% | -4.9% |
| 3M | -5.7% | -0.3% | -5.4% | -6.0% |
| 6M | +12.0% | +51.9% | -39.9% | +2.9% |
| YTD | +13.2% | +60.0% | -46.8% | +2.8% |
| 1Y | +36.1% | +82.9% | -46.8% | +20.1% |
| 3Y | +52.9% | +66.0% | -13.1% | +34.2% |
| 5Y | +81.0% | +149.0% | -68.0% | +39.9% |
| All | +251.2% | +599.8% | -348.7% | +97.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 10y: compounded portfolio wealth divided by compounded NUE 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…
10y analysis · Full analysis span regression · 6 months rolling