+9,864.0%
MNST vs WPM
+5,236.6%
+4,627.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.9% | -7.3% | -4.8% |
| 7D | -3.4% | +16.9% | -20.3% | -5.2% |
| 30D | +6.6% | +2.0% | +4.7% | +6.2% |
| 3M | -2.9% | +8.9% | -11.8% | -4.3% |
| 6M | +18.4% | +1.6% | +16.9% | +17.2% |
| YTD | +19.3% | +16.5% | +2.8% | +15.4% |
| 1Y | +37.9% | +42.2% | -4.3% | +30.1% |
| 3Y | +62.9% | +213.3% | -150.4% | +37.8% |
| 5Y | +99.6% | +249.9% | -150.3% | +64.8% |
| 10Y | +305.7% | +549.4% | -243.6% | +201.2% |
| All | +9,864.0% | +5,236.6% | +4,627.4% | +3,640.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling