+54.7%
MNST vs WU
-24.9%
+79.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -6.5% | -0.8% | -5.7% | -6.4% |
| 30D | -7.2% | -1.1% | -6.1% | -7.1% |
| 3M | -1.0% | -3.9% | +2.8% | -0.9% |
| 6M | +11.5% | -20.7% | +32.1% | +14.0% |
| YTD | +14.3% | -18.4% | +32.7% | +16.3% |
| 1Y | +38.1% | -8.1% | +46.2% | +37.5% |
| All | +54.7% | -24.9% | +79.6% | +57.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling