+99.8%
MNST vs ULTA
+65.2%
+34.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.5% | +0.5% | +1.7% |
| 7D | +1.6% | +2.5% | -0.8% | +1.1% |
| 30D | +5.1% | +11.5% | -6.5% | +2.8% |
| 3M | -0.5% | +28.1% | -28.6% | -5.3% |
| 6M | +8.1% | +34.2% | -26.1% | +1.4% |
| YTD | +21.2% | +9.2% | +12.0% | +18.1% |
| 1Y | +30.7% | +23.7% | +7.0% | +23.8% |
| 3Y | +67.3% | +69.2% | -1.9% | +41.7% |
| All | +99.8% | +65.2% | +34.7% | +63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling