+45.5%
UNP vs MNST
+64.6%
-19.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.4% | +1.8% | -1.8% |
| 7D | -4.6% | -3.4% | -1.1% | -3.9% |
| 30D | +5.6% | +6.6% | -1.0% | +4.6% |
| 3M | -1.3% | -2.9% | +1.6% | -0.9% |
| 6M | +9.2% | +18.4% | -9.2% | +6.3% |
| YTD | +27.3% | +19.3% | +8.1% | +23.5% |
| 1Y | +35.9% | +37.9% | -2.0% | +28.6% |
| 3Y | +45.5% | +62.9% | -17.4% | +33.7% |
| All | +45.5% | +64.6% | -19.1% | +33.7% |
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