+251.2%
MNST vs WCN
+235.9%
+15.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -1.0% | -3.1% | +2.2% | +0.6% |
| 30D | -5.6% | -3.4% | -2.2% | -4.0% |
| 3M | -5.7% | +3.0% | -8.6% | -7.4% |
| 6M | +12.0% | -3.8% | +15.7% | +13.3% |
| YTD | +13.2% | -8.3% | +21.5% | +16.7% |
| 1Y | +36.1% | -9.7% | +45.8% | +41.2% |
| 3Y | +52.9% | +17.2% | +35.7% | +33.1% |
| 5Y | +81.0% | +25.3% | +55.7% | +48.4% |
| All | +251.2% | +235.9% | +15.3% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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