+50.9%
MNST vs ULTA
+30.1%
+20.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.5% |
| 7D | -3.6% | -1.8% | -1.8% | -3.3% |
| 30D | -6.3% | -1.2% | -5.0% | -6.2% |
| 3M | -5.0% | +13.4% | -18.3% | -6.8% |
| 6M | +13.1% | -15.6% | +28.8% | +15.2% |
| YTD | +11.8% | -10.4% | +22.2% | +12.8% |
| 1Y | +35.2% | +5.5% | +29.8% | +33.2% |
| All | +50.9% | +30.1% | +20.8% | +39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling