+44.3%
UPS vs MNST
+316.3%
-272.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.6% | +2.5% |
| 7D | +1.1% | -5.0% | +6.1% | +2.8% |
| 30D | +17.3% | +4.6% | +12.7% | +15.6% |
| 3M | +7.9% | +1.0% | +6.9% | +7.4% |
| 6M | +13.7% | +5.8% | +8.0% | +11.3% |
| YTD | +17.2% | +19.1% | -1.9% | +9.9% |
| 1Y | +23.2% | +30.9% | -7.7% | +11.8% |
| 3Y | -5.9% | +65.7% | -71.6% | -22.6% |
| 5Y | -33.1% | +99.0% | -132.0% | -49.4% |
| 10Y | +44.3% | +313.1% | -268.7% | -8.6% |
| All | +44.3% | +316.3% | -272.0% | -8.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling