+64.1%
MNST vs WEC
+62.7%
+1.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.7% | -0.7% | -4.0% | -4.5% |
| 30D | +5.2% | +11.0% | -5.7% | +2.0% |
| 3M | -0.9% | +8.6% | -9.5% | -3.3% |
| 6M | +6.1% | +6.2% | 0.0% | +4.1% |
| YTD | +18.9% | +14.3% | +4.6% | +13.3% |
| 1Y | +29.3% | +8.4% | +20.9% | +25.7% |
| All | +64.1% | +62.7% | +1.4% | +40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling