+567,324.5%
MNST vs WELL
+19,815.5%
+547,509.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.1% | -0.8% |
| 7D | -3.9% | +3.0% | -6.9% | -4.7% |
| 30D | +3.9% | +10.2% | -6.3% | +1.1% |
| 3M | -0.8% | +6.1% | -7.0% | -2.6% |
| 6M | +5.1% | +16.6% | -11.5% | +0.3% |
| YTD | +18.3% | +35.3% | -17.1% | +8.1% |
| 1Y | +29.5% | +31.5% | -2.0% | +19.2% |
| 3Y | +64.0% | +206.5% | -142.4% | +18.3% |
| 5Y | +97.2% | +222.0% | -124.8% | +38.3% |
| 10Y | +328.4% | +473.8% | -145.4% | +133.8% |
| All | +567,324.5% | +19,815.5% | +547,509.0% | +186,985.3% |
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