+85.0%
UBER vs MNST
+80.0%
+5.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -3.9% | -6.5% | +2.6% | -1.4% |
| 30D | +11.1% | -7.2% | +18.3% | +14.1% |
| 3M | +4.9% | -1.0% | +5.9% | +5.0% |
| 6M | -1.2% | +11.5% | -12.6% | -6.0% |
| YTD | -7.3% | +14.3% | -21.6% | -13.0% |
| 1Y | -17.6% | +38.1% | -55.8% | -29.5% |
| 3Y | +61.1% | +55.0% | +6.1% | +27.9% |
| All | +85.0% | +80.0% | +5.0% | +20.4% |
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