+21.4%
U vs MNST
+29.1%
-7.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.5% | -2.1% |
| 7D | +24.4% | -3.9% | +28.3% | +24.1% |
| 30D | +7.4% | +3.9% | +3.5% | +6.3% |
| 3M | +16.8% | -0.8% | +17.6% | +16.2% |
| 6M | +78.8% | +5.1% | +73.7% | +77.7% |
| YTD | +14.0% | +18.3% | -4.3% | +9.9% |
| All | +21.4% | +29.1% | -7.6% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling