+62.7%
UBER vs MNST
+55.2%
+7.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -3.9% | -6.5% | +2.6% | -2.9% |
| 30D | +11.1% | -7.2% | +18.3% | +12.3% |
| 3M | +4.9% | -1.0% | +5.9% | +5.1% |
| 6M | -1.2% | +11.5% | -12.6% | -2.7% |
| YTD | -7.3% | +14.3% | -21.6% | -9.2% |
| 1Y | -17.6% | +38.1% | -55.8% | -22.1% |
| All | +62.7% | +55.2% | +7.6% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling