+37.2%
MNST vs WTW
-2.8%
+40.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.5% |
| 7D | -2.2% | -7.8% | +5.5% | -1.5% |
| 30D | -5.4% | -7.9% | +2.5% | -4.6% |
| 3M | -5.5% | +19.9% | -25.5% | -6.8% |
| 6M | +12.4% | +9.8% | +2.6% | +11.6% |
| YTD | +12.4% | -3.3% | +15.7% | +13.0% |
| 1Y | +37.2% | -3.3% | +40.5% | +37.4% |
| All | +37.2% | -2.8% | +40.0% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling