+64.1%
MNST vs WTW
+41.9%
+22.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.7% |
| 7D | -4.7% | -2.3% | -2.4% | -4.3% |
| 30D | +5.2% | +10.7% | -5.5% | +3.2% |
| 3M | -0.9% | -3.1% | +2.2% | -0.5% |
| 6M | +6.1% | +31.7% | -25.5% | +0.8% |
| YTD | +18.9% | +1.1% | +17.8% | +18.6% |
| 1Y | +29.3% | +4.1% | +25.2% | +27.9% |
| All | +64.1% | +41.9% | +22.2% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling