+78.2%
MNST vs NUE
+142.0%
-63.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.3% |
| 7D | -4.1% | +1.8% | -5.9% | -4.3% |
| 30D | -4.5% | -6.0% | +1.5% | -3.8% |
| 3M | -2.5% | +1.4% | -3.9% | -2.9% |
| 6M | +14.1% | +52.8% | -38.7% | +7.1% |
| YTD | +12.6% | +58.1% | -45.6% | +4.9% |
| 1Y | +36.9% | +80.4% | -43.5% | +24.9% |
| 3Y | +53.1% | +62.3% | -9.2% | +39.2% |
| 5Y | +78.2% | +146.2% | -68.0% | +46.2% |
| All | +78.2% | +142.0% | -63.8% | +46.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling