+524,639.5%
MNST vs URI
+7,377.6%
+517,261.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.1% | +5.2% | -0.7% |
| 7D | +3.2% | -12.9% | +16.1% | +5.5% |
| 30D | +10.6% | -3.4% | +14.0% | +11.1% |
| 3M | +1.3% | -10.0% | +11.3% | +2.8% |
| 6M | +26.2% | +12.2% | +14.0% | +22.9% |
| YTD | +24.8% | +29.8% | -5.0% | +17.5% |
| 1Y | +40.9% | +24.6% | +16.3% | +33.6% |
| 3Y | +72.2% | +137.6% | -65.4% | +42.1% |
| 5Y | +108.8% | +176.6% | -67.8% | +64.8% |
| 10Y | +324.4% | +1,402.6% | -1,078.1% | +135.8% |
| All | +524,639.5% | +7,377.6% | +517,261.9% | +165,359.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling