+572,080.2%
MNST vs WMB
+4,805.5%
+567,274.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.4% |
| 7D | -3.4% | -13.8% | +10.4% | -1.7% |
| 30D | +6.6% | -10.3% | +17.0% | +7.9% |
| 3M | -2.9% | -10.1% | +7.2% | -1.9% |
| 6M | +18.4% | -11.8% | +30.3% | +19.8% |
| YTD | +19.3% | +8.9% | +10.3% | +17.4% |
| 1Y | +37.9% | +14.0% | +23.9% | +34.9% |
| 3Y | +62.9% | +100.5% | -37.6% | +47.6% |
| 5Y | +99.6% | +179.5% | -79.9% | +72.6% |
| 10Y | +305.7% | +272.7% | +33.0% | +229.7% |
| All | +572,080.2% | +4,805.5% | +567,274.7% | +410,858.7% |
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