+248.7%
MNST vs UUUU
+495.2%
-246.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +0.9% |
| 7D | -2.2% | -5.0% | +2.8% | -2.0% |
| 30D | -5.4% | -7.8% | +2.4% | -5.1% |
| 3M | -5.5% | -0.4% | -5.1% | -5.8% |
| 6M | +12.4% | -32.9% | +45.3% | +13.7% |
| YTD | +12.4% | -6.3% | +18.7% | +10.8% |
| 1Y | +37.2% | +7.9% | +29.2% | +32.6% |
| 3Y | +52.9% | +85.2% | -32.3% | +38.9% |
| 5Y | +79.7% | +97.0% | -17.3% | +57.3% |
| All | +248.7% | +495.2% | -246.5% | +152.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling