+333.2%
MNST vs WCC
+453.1%
-119.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.4% |
| 7D | -6.9% | +3.3% | -10.2% | -7.4% |
| 30D | +3.7% | -9.4% | +13.2% | +4.8% |
| 3M | -0.3% | -10.5% | +10.2% | +0.6% |
| 6M | +5.1% | -10.4% | +15.5% | +5.4% |
| YTD | +18.4% | +34.4% | -16.0% | +10.4% |
| 1Y | +26.3% | +27.7% | -1.4% | +18.5% |
| 3Y | +64.3% | +137.9% | -73.7% | +31.5% |
| 5Y | +96.8% | +147.0% | -50.2% | +50.3% |
| 10Y | +333.2% | +442.5% | -109.3% | +157.1% |
| All | +333.2% | +453.1% | -119.9% | +157.1% |
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