+101.3%
MNST vs WCN
+45.6%
+55.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.1% | -4.0% |
| 7D | -3.4% | +2.9% | -6.3% | -4.3% |
| 30D | +6.6% | +22.1% | -15.5% | -0.2% |
| 3M | -2.9% | +13.2% | -16.1% | -6.8% |
| 6M | +18.4% | +23.7% | -5.3% | +10.0% |
| YTD | +19.3% | +8.7% | +10.5% | +15.4% |
| 1Y | +37.9% | +15.3% | +22.6% | +30.1% |
| 3Y | +62.9% | +46.0% | +16.9% | +35.3% |
| All | +101.3% | +45.6% | +55.7% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling