+84.2%
MNST vs WM
+52.1%
+32.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | -6.5% | -0.3% | -6.2% | -6.4% |
| 30D | -7.2% | -2.4% | -4.8% | -6.5% |
| 3M | -1.0% | +0.4% | -1.4% | -1.4% |
| 6M | +11.5% | -9.5% | +21.0% | +15.0% |
| YTD | +14.3% | +0.5% | +13.8% | +12.9% |
| 1Y | +38.1% | -1.1% | +39.2% | +37.1% |
| 3Y | +55.0% | +46.0% | +8.9% | +26.5% |
| All | +84.2% | +52.1% | +32.0% | +43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling