+84.2%
MNST vs WPM
+254.8%
-170.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | -6.5% | +1.1% | -7.6% | -6.6% |
| 30D | -7.2% | +26.4% | -33.6% | -9.8% |
| 3M | -1.0% | +20.8% | -21.8% | -3.5% |
| 6M | +11.5% | +1.1% | +10.4% | +10.8% |
| YTD | +14.3% | +32.5% | -18.1% | +9.4% |
| 1Y | +38.1% | +51.5% | -13.4% | +29.3% |
| 3Y | +55.0% | +267.0% | -212.0% | +24.8% |
| All | +84.2% | +254.8% | -170.6% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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