+64.0%
MNST vs NUE
+76.5%
-12.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.9% | -3.6% | -0.8% |
| 7D | -3.9% | -6.2% | +2.3% | -3.6% |
| 30D | +3.9% | +2.5% | +1.4% | +3.7% |
| 3M | -0.8% | -6.4% | +5.6% | -0.5% |
| 6M | +5.1% | +13.3% | -8.2% | +3.9% |
| YTD | +18.3% | +58.5% | -40.3% | +14.5% |
| 1Y | +29.5% | +81.9% | -52.4% | +24.2% |
| 3Y | +64.0% | +75.3% | -11.2% | +53.8% |
| All | +64.0% | +76.5% | -12.4% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling