+480,646.0%
MNST vs URI
+7,134.6%
+473,511.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -0.9% |
| 7D | -6.5% | -2.0% | -4.5% | -6.2% |
| 30D | -7.2% | -12.9% | +5.7% | -5.1% |
| 3M | -1.0% | -6.7% | +5.7% | -0.3% |
| 6M | +11.5% | +19.0% | -7.5% | +7.2% |
| YTD | +14.3% | +25.5% | -11.2% | +8.5% |
| 1Y | +38.1% | +5.5% | +32.6% | +34.7% |
| 3Y | +55.0% | +111.3% | -56.3% | +30.7% |
| 5Y | +79.6% | +198.6% | -118.9% | +40.0% |
| 10Y | +241.8% | +1,179.9% | -938.1% | +95.0% |
| All | +480,646.0% | +7,134.6% | +473,511.4% | +152,646.0% |
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