+84.2%
MNST vs WELL
+207.3%
-123.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | 0.0% |
| 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% | -5.6% |
| 6M | +11.5% | +15.0% | -3.5% | +6.8% |
| YTD | +14.3% | +28.6% | -14.3% | +6.0% |
| 1Y | +38.1% | +42.9% | -4.8% | +24.1% |
| 3Y | +55.0% | +203.0% | -148.0% | +10.9% |
| All | +84.2% | +207.3% | -123.2% | +27.6% |
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