+570,202.9%
MNST vs WELL
+19,596.0%
+550,607.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.6% |
| 7D | -4.7% | +0.1% | -4.9% | -4.8% |
| 30D | +5.2% | +6.8% | -1.6% | +3.3% |
| 3M | -0.9% | +6.7% | -7.6% | -2.8% |
| 6M | +6.1% | +13.8% | -7.7% | +2.0% |
| YTD | +18.9% | +33.8% | -15.0% | +9.0% |
| 1Y | +29.3% | +29.6% | -0.3% | +19.5% |
| 3Y | +64.9% | +203.1% | -138.2% | +19.2% |
| 5Y | +98.0% | +223.8% | -125.8% | +38.7% |
| 10Y | +334.8% | +462.8% | -127.9% | +138.6% |
| All | +570,202.9% | +19,596.0% | +550,607.0% | +188,505.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling