+78.2%
MNST vs WCN
+30.9%
+47.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | -4.1% | -0.4% | -3.6% | -4.0% |
| 30D | -4.5% | -2.1% | -2.4% | -3.8% |
| 3M | -2.5% | +6.4% | -8.8% | -4.6% |
| 6M | +14.1% | -3.7% | +17.8% | +15.2% |
| YTD | +12.6% | -6.4% | +18.9% | +14.4% |
| 1Y | +36.9% | -7.9% | +44.9% | +40.0% |
| 3Y | +53.1% | +20.8% | +32.3% | +36.9% |
| 5Y | +78.2% | +29.0% | +49.3% | +50.2% |
| All | +78.2% | +30.9% | +47.3% | +50.2% |
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