+136,006.0%
UNH vs MNST
+548,301.9%
-412,295.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.9% |
| 7D | +1.1% | -6.5% | +7.6% | +1.4% |
| 30D | -3.8% | -7.2% | +3.4% | -3.5% |
| 3M | +0.7% | -1.0% | +1.8% | +0.8% |
| 6M | +37.9% | +11.5% | +26.4% | +37.1% |
| YTD | +21.9% | +14.3% | +7.6% | +21.1% |
| 1Y | +31.4% | +38.1% | -6.7% | +29.4% |
| 3Y | -11.4% | +55.0% | -66.4% | -13.4% |
| 5Y | +2.5% | +79.6% | -77.1% | -0.5% |
| 10Y | +242.9% | +241.8% | +1.1% | +224.5% |
| All | +136,006.0% | +548,301.9% | -412,295.9% | +110,063.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling