+3,235.5%
MNST vs WU
-19.6%
+3,255.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -6.5% | -0.8% | -5.7% | -6.3% |
| 30D | -7.2% | -1.1% | -6.1% | -6.9% |
| 3M | -1.0% | -3.9% | +2.8% | -1.0% |
| 6M | +11.5% | -20.7% | +32.1% | +18.2% |
| YTD | +14.3% | -18.4% | +32.7% | +19.6% |
| 1Y | +38.1% | -8.1% | +46.2% | +37.7% |
| 3Y | +55.0% | -24.2% | +79.1% | +61.2% |
| 5Y | +79.6% | -50.4% | +130.1% | +111.4% |
| 10Y | +241.8% | -40.0% | +281.8% | +260.8% |
| All | +3,235.5% | -19.6% | +3,255.1% | +2,749.4% |
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