+548,301.9%
MNST vs WSM
+34,755.7%
+513,546.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | -6.5% | -3.3% | -3.2% | -6.1% |
| 30D | -7.2% | -8.4% | +1.2% | -6.2% |
| 3M | -1.0% | +9.7% | -10.7% | -2.3% |
| 6M | +11.5% | +16.7% | -5.2% | +9.0% |
| YTD | +14.3% | +28.7% | -14.4% | +10.1% |
| 1Y | +38.1% | +13.7% | +24.5% | +34.9% |
| 3Y | +55.0% | +230.1% | -175.1% | +27.9% |
| 5Y | +79.6% | +179.0% | -99.3% | +48.4% |
| 10Y | +241.8% | +1,002.5% | -760.7% | +125.2% |
| All | +548,301.9% | +34,755.7% | +513,546.2% | +148,861.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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