+71.2%
UBER vs MNST
+196.4%
-125.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +3.9% | +3.9% |
| 7D | +6.7% | -5.0% | +11.6% | +9.4% |
| 30D | -0.5% | +4.6% | -5.1% | -2.8% |
| 3M | -5.1% | +1.0% | -6.2% | -5.9% |
| 6M | -5.7% | +5.8% | -11.5% | -8.9% |
| YTD | -12.9% | +19.1% | -32.0% | -22.1% |
| 1Y | -22.6% | +30.9% | -53.5% | -34.6% |
| 3Y | +42.2% | +65.7% | -23.5% | +0.3% |
| 5Y | +56.4% | +99.0% | -42.6% | -5.7% |
| All | +71.2% | +196.4% | -125.2% | -24.8% |
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