+101.3%
MNST vs WELL
+227.0%
-125.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.4% |
| 7D | -3.4% | +4.4% | -7.9% | -4.5% |
| 30D | +6.6% | +10.8% | -4.2% | +3.8% |
| 3M | -2.9% | +4.2% | -7.1% | -4.1% |
| 6M | +18.4% | +14.0% | +4.4% | +13.8% |
| YTD | +19.3% | +33.4% | -14.2% | +9.4% |
| 1Y | +37.9% | +32.4% | +5.5% | +26.7% |
| 3Y | +62.9% | +194.7% | -131.9% | +17.6% |
| All | +101.3% | +227.0% | -125.7% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling