+37.9%
MNST vs URI
+26.0%
+11.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.5% | -4.5% |
| 7D | -3.4% | -9.8% | +6.4% | -2.9% |
| 30D | +6.6% | +1.7% | +4.9% | +6.4% |
| 3M | -2.9% | -9.1% | +6.2% | -2.6% |
| 6M | +18.4% | +9.9% | +8.6% | +16.7% |
| YTD | +19.3% | +31.2% | -12.0% | +16.3% |
| 1Y | +37.9% | +25.9% | +12.0% | +34.2% |
| All | +37.9% | +26.0% | +11.9% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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