+81.0%
MNST vs WCC
+221.7%
-140.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.9% | -4.5% | -1.0% |
| 7D | -6.5% | +4.5% | -11.0% | -7.0% |
| 30D | -7.2% | -5.8% | -1.4% | -6.7% |
| 3M | -1.0% | -3.7% | +2.6% | -1.0% |
| 6M | +11.5% | +23.1% | -11.6% | +7.8% |
| YTD | +14.3% | +44.2% | -29.8% | +8.2% |
| 1Y | +38.1% | +62.1% | -24.0% | +28.2% |
| 3Y | +55.0% | +121.1% | -66.1% | +31.8% |
| All | +81.0% | +221.7% | -140.7% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling