+246.2%
UPS vs MNST
+215,978.3%
-215,732.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.4% | +1.9% | -2.0% |
| 7D | 0.0% | -3.4% | +3.5% | +0.5% |
| 30D | +17.3% | +6.6% | +10.7% | +16.5% |
| 3M | +6.6% | -2.9% | +9.5% | +6.9% |
| 6M | +12.0% | +18.4% | -6.4% | +9.6% |
| YTD | +14.4% | +19.3% | -4.9% | +11.8% |
| 1Y | +23.3% | +37.9% | -14.6% | +18.5% |
| 3Y | -9.6% | +62.9% | -72.5% | -15.2% |
| 5Y | -34.1% | +99.6% | -133.7% | -39.8% |
| 10Y | +49.5% | +305.7% | -256.2% | +27.0% |
| All | +246.2% | +215,978.3% | -215,732.1% | +126.1% |
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