+245.6%
MNST vs WELL
+332.8%
-87.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | -0.1% |
| 7D | -6.5% | -0.8% | -5.7% | -6.3% |
| 30D | -7.2% | -0.1% | -7.1% | -7.2% |
| 3M | -1.0% | +18.0% | -19.0% | -5.0% |
| 6M | +11.5% | +15.0% | -3.5% | +7.4% |
| YTD | +14.3% | +28.6% | -14.3% | +7.1% |
| 1Y | +38.1% | +42.9% | -4.8% | +26.0% |
| 3Y | +55.0% | +203.0% | -148.0% | +17.1% |
| 5Y | +79.6% | +206.9% | -127.3% | +33.8% |
| All | +245.6% | +332.8% | -87.2% | +134.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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