+321.6%
MNST vs WM
+348.7%
-27.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.5% |
| 7D | +3.2% | +4.5% | -1.3% | +1.0% |
| 30D | +10.6% | +16.1% | -5.5% | +2.7% |
| 3M | +1.3% | +8.0% | -6.8% | -2.7% |
| 6M | +26.2% | +8.4% | +17.8% | +20.4% |
| YTD | +24.8% | +11.2% | +13.6% | +16.7% |
| 1Y | +40.9% | +22.3% | +18.6% | +25.1% |
| 3Y | +72.2% | +50.2% | +21.9% | +32.9% |
| 5Y | +108.8% | +63.3% | +45.5% | +51.3% |
| All | +321.6% | +348.7% | -27.1% | +88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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