+354.7%
MNST vs NUE
+423.6%
-68.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.5% | +5.4% | +2.6% |
| 7D | +1.6% | +2.8% | -1.1% | +1.1% |
| 30D | +5.1% | -2.1% | +7.2% | +5.3% |
| 3M | -0.5% | -7.3% | +6.9% | +0.5% |
| 6M | +8.1% | +8.9% | -0.7% | +5.6% |
| YTD | +21.2% | +55.6% | -34.4% | +10.0% |
| 1Y | +30.7% | +74.7% | -43.9% | +15.9% |
| 3Y | +67.3% | +71.7% | -4.4% | +44.6% |
| 5Y | +101.9% | +141.2% | -39.3% | +55.2% |
| All | +354.7% | +423.6% | -68.9% | +146.3% |
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