+610,000.3%
MNST vs WM
+28,817.6%
+581,182.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +3.1% |
| 7D | +6.8% | +5.9% | +0.8% | +6.0% |
| 30D | +12.0% | +15.4% | -3.4% | +9.9% |
| 3M | +3.5% | +6.3% | -2.8% | +2.6% |
| 6M | +29.7% | +5.6% | +24.1% | +28.5% |
| YTD | +27.2% | +9.9% | +17.2% | +25.2% |
| 1Y | +45.8% | +20.8% | +25.0% | +41.7% |
| 3Y | +75.5% | +48.5% | +27.0% | +65.7% |
| 5Y | +122.1% | +60.6% | +61.6% | +107.5% |
| 10Y | +332.6% | +349.8% | -17.2% | +262.1% |
| All | +610,000.3% | +28,817.6% | +581,182.6% | +526,373.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling