+29.5%
MNST vs WU
-14.8%
+44.2%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.8% | -0.8% |
| 7D | -3.9% | +11.0% | -14.9% | -4.9% |
| 30D | +3.9% | +13.4% | -9.5% | +2.7% |
| 3M | -0.8% | +2.2% | -3.0% | -1.3% |
| 6M | +5.1% | -18.2% | +23.3% | +4.5% |
| YTD | +18.3% | -18.3% | +36.6% | +18.4% |
| 1Y | +29.5% | -12.2% | +41.7% | +29.6% |
| All | +29.5% | -14.8% | +44.2% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling