-6.7%
UNH vs MNST
+100.5%
-107.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | +0.4% |
| 7D | -3.2% | -3.4% | +0.3% | -2.6% |
| 30D | +4.8% | +6.6% | -1.8% | +3.6% |
| 3M | -1.8% | -2.9% | +1.1% | -1.4% |
| 6M | +8.6% | +18.4% | -9.9% | +5.0% |
| YTD | +21.8% | +19.3% | +2.5% | +17.2% |
| 1Y | +25.8% | +37.9% | -12.1% | +17.3% |
| 3Y | -21.3% | +62.9% | -84.2% | -29.6% |
| All | -6.7% | +100.5% | -107.2% | -23.8% |
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 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