+9,449.9%
MNST vs WPM
+5,967.5%
+3,482.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.0% |
| 3M | -1.0% | +20.8% | -21.8% | -3.7% |
| 6M | +11.5% | +1.1% | +10.4% | +10.5% |
| YTD | +14.3% | +32.5% | -18.1% | +9.2% |
| 1Y | +38.1% | +51.5% | -13.4% | +29.5% |
| 3Y | +55.0% | +267.0% | -212.0% | +29.0% |
| 5Y | +79.6% | +250.1% | -170.5% | +48.6% |
| 10Y | +241.8% | +540.4% | -298.6% | +154.5% |
| All | +9,449.9% | +5,967.5% | +3,482.4% | +3,440.4% |
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