+26.3%
MNST vs WMB
+17.2%
+9.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.0% | +0.3% |
| 7D | -6.9% | +1.6% | -8.4% | -6.7% |
| 30D | +3.7% | -7.1% | +10.8% | +3.1% |
| 3M | -0.3% | -4.0% | +3.7% | -0.8% |
| 6M | +5.1% | -5.7% | +10.8% | +4.3% |
| YTD | +18.4% | +17.2% | +1.3% | +20.1% |
| 1Y | +26.3% | +17.2% | +9.1% | +28.1% |
| All | +26.3% | +17.2% | +9.1% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling