+16.5%
NU vs MNST
+107.6%
-91.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.4% | +6.9% | +4.3% |
| 7D | +3.6% | -3.4% | +7.0% | +5.1% |
| 30D | -22.8% | +6.6% | -29.4% | -25.3% |
| 3M | -14.8% | -2.9% | -11.9% | -14.2% |
| 6M | -16.9% | +18.4% | -35.4% | -24.2% |
| YTD | -28.1% | +19.3% | -47.4% | -35.2% |
| 1Y | -24.5% | +37.9% | -62.4% | -37.1% |
| 3Y | +44.8% | +62.9% | -18.1% | +6.6% |
| All | +16.5% | +107.6% | -91.1% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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