+548,301.9%
MNST vs WMB
+5,535.5%
+542,766.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -6.5% | +0.6% | -7.1% | -6.6% |
| 30D | -7.2% | +3.3% | -10.5% | -7.6% |
| 3M | -1.0% | +3.1% | -4.1% | -1.5% |
| 6M | +11.5% | -0.7% | +12.2% | +11.3% |
| YTD | +14.3% | +25.2% | -10.9% | +10.9% |
| 1Y | +38.1% | +32.9% | +5.3% | +32.8% |
| 3Y | +55.0% | +140.6% | -85.6% | +37.6% |
| 5Y | +79.6% | +273.5% | -193.8% | +50.1% |
| 10Y | +241.8% | +334.2% | -92.4% | +173.0% |
| All | +548,301.9% | +5,535.5% | +542,766.4% | +387,955.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling