+313.1%
MNST vs WCC
+492.1%
-179.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.1% | -8.3% | -1.4% |
| 7D | -5.0% | -5.7% | +0.7% | -4.4% |
| 30D | +4.6% | -13.5% | +18.0% | +6.3% |
| 3M | +1.0% | -12.9% | +13.9% | +2.3% |
| 6M | +5.8% | -10.7% | +16.5% | +6.1% |
| YTD | +19.1% | +30.0% | -10.9% | +11.6% |
| 1Y | +30.9% | +24.7% | +6.2% | +23.4% |
| 3Y | +65.7% | +136.6% | -70.8% | +32.9% |
| 5Y | +99.0% | +143.9% | -45.0% | +52.5% |
| 10Y | +313.1% | +465.9% | -152.9% | +159.5% |
| All | +313.1% | +492.1% | -179.0% | +159.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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