+2.9%
UNH vs MNST
+80.0%
-77.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.8% |
| 7D | +1.1% | -6.5% | +7.6% | +2.3% |
| 30D | -3.8% | -7.2% | +3.4% | -2.5% |
| 3M | +0.7% | -1.0% | +1.8% | +0.8% |
| 6M | +37.9% | +11.5% | +26.4% | +34.7% |
| YTD | +21.9% | +14.3% | +7.6% | +18.3% |
| 1Y | +31.4% | +38.1% | -6.7% | +22.2% |
| 3Y | -11.4% | +55.0% | -66.4% | -19.9% |
| All | +2.9% | +80.0% | -77.1% | -14.0% |
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