+45.8%
MNST vs ULTA
+27.7%
+18.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.1% | -0.7% | +2.9% |
| 7D | +6.8% | +6.7% | +0.1% | +6.0% |
| 30D | +12.0% | +21.7% | -9.7% | +9.9% |
| 3M | +3.5% | +21.5% | -18.0% | +1.3% |
| 6M | +29.7% | +27.5% | +2.1% | +25.8% |
| YTD | +27.2% | +9.2% | +18.0% | +26.6% |
| 1Y | +45.8% | +27.9% | +17.9% | +42.5% |
| All | +45.8% | +27.7% | +18.1% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 1y: compounded portfolio wealth divided by compounded ULTA 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…
1y analysis · Full analysis span regression · 6 months rolling