+30.3%
MNST vs WEC
+7.6%
+22.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | +4.6% | +12.9% | -8.3% | +3.1% |
| 3M | +1.0% | +9.8% | -8.8% | -0.1% |
| 6M | +5.8% | +6.7% | -1.0% | +5.3% |
| YTD | +19.1% | +14.0% | +5.1% | +17.3% |
| All | +30.3% | +7.6% | +22.8% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling