+227.0%
UPS vs MNST
+206,998.6%
-206,771.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -2.9% | -6.5% | +3.6% | -2.1% |
| 30D | -3.5% | -7.2% | +3.7% | -2.7% |
| 3M | -5.7% | -1.0% | -4.7% | -5.7% |
| 6M | -4.4% | +11.5% | -15.9% | -5.7% |
| YTD | +8.0% | +14.3% | -6.3% | +6.1% |
| 1Y | +29.0% | +38.1% | -9.1% | +23.9% |
| 3Y | -27.7% | +55.0% | -82.7% | -31.8% |
| 5Y | -34.3% | +79.6% | -114.0% | -39.3% |
| 10Y | +37.8% | +241.8% | -204.0% | +18.8% |
| All | +227.0% | +206,998.6% | -206,771.6% | +114.6% |
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