+84.2%
MNST vs WU
-50.7%
+134.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.4% |
| 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% | +15.1% |
| YTD | +14.3% | -18.4% | +32.7% | +17.2% |
| 1Y | +38.1% | -8.1% | +46.2% | +37.7% |
| 3Y | +55.0% | -24.2% | +79.1% | +59.1% |
| All | +84.2% | -50.7% | +134.8% | +101.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling