+70.0%
UBER vs MNST
+194.8%
-124.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.8% |
| 7D | +1.2% | -6.9% | +8.0% | +4.8% |
| 30D | -1.1% | +3.7% | -4.9% | -3.1% |
| 3M | -10.0% | -0.3% | -9.7% | -10.1% |
| 6M | -7.2% | +5.1% | -12.3% | -10.1% |
| YTD | -13.5% | +18.4% | -31.9% | -22.4% |
| 1Y | -24.5% | +26.3% | -50.8% | -34.8% |
| 3Y | +37.0% | +64.3% | -27.2% | -2.8% |
| 5Y | +63.3% | +96.8% | -33.5% | -0.8% |
| All | +70.0% | +194.8% | -124.8% | -25.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling