+101.3%
MNST vs WU
-42.0%
+143.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.1% |
| 7D | -3.4% | +11.7% | -15.1% | -5.2% |
| 30D | +6.6% | +12.6% | -6.0% | +4.5% |
| 3M | -2.9% | -0.5% | -2.4% | -3.0% |
| 6M | +18.4% | -18.2% | +36.6% | +21.6% |
| YTD | +19.3% | -19.0% | +38.3% | +22.2% |
| 1Y | +37.9% | -16.7% | +54.6% | +40.4% |
| 3Y | +62.9% | -21.0% | +83.9% | +65.7% |
| All | +101.3% | -42.0% | +143.3% | +118.3% |
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