+48.4%
NU vs MNST
+95.9%
-47.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.3% | +0.4% |
| 7D | +6.0% | -4.1% | +10.1% | +7.9% |
| 30D | +10.8% | -4.5% | +15.3% | +12.8% |
| 3M | +32.2% | -2.5% | +34.6% | +33.1% |
| 6M | +5.1% | +14.1% | -9.0% | -2.4% |
| YTD | -8.4% | +12.6% | -21.0% | -14.9% |
| 1Y | +0.7% | +36.9% | -36.2% | -16.5% |
| 3Y | +125.1% | +53.1% | +72.0% | +71.0% |
| All | +48.4% | +95.9% | -47.5% | -18.3% |
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