+3,374.0%
MNST vs WU
-20.5%
+3,394.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -5.0% | +9.1% | -14.0% | -7.6% |
| 30D | +4.6% | +12.1% | -7.5% | +0.7% |
| 3M | +1.0% | +0.3% | +0.7% | +0.6% |
| 6M | +5.8% | -19.1% | +24.9% | +11.5% |
| YTD | +19.1% | -19.2% | +38.3% | +24.6% |
| 1Y | +30.9% | -15.3% | +46.2% | +34.6% |
| 3Y | +65.7% | -21.3% | +87.0% | +70.3% |
| 5Y | +99.0% | -41.7% | +140.6% | +120.6% |
| 10Y | +313.1% | -36.0% | +349.0% | +324.6% |
| All | +3,374.0% | -20.5% | +3,394.5% | +2,869.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling