+248.4%
MNST vs WU
-40.9%
+289.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.5% |
| 7D | -3.6% | -4.9% | +1.4% | -2.3% |
| 30D | -6.3% | -1.3% | -5.0% | -6.0% |
| 3M | -5.0% | -3.6% | -1.4% | -5.0% |
| 6M | +13.1% | -24.3% | +37.5% | +20.3% |
| YTD | +11.8% | -21.1% | +32.8% | +17.1% |
| 1Y | +35.2% | -10.3% | +45.6% | +35.6% |
| 3Y | +52.0% | -28.4% | +80.4% | +60.0% |
| 5Y | +77.9% | -51.2% | +129.1% | +109.0% |
| 10Y | +248.4% | -39.6% | +288.1% | +259.4% |
| All | +248.4% | -40.9% | +289.3% | +259.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling