+64.1%
MNST vs WWD
+149.7%
-85.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.3% | +0.5% |
| 7D | -4.7% | +8.2% | -12.9% | -5.2% |
| 30D | +5.2% | -0.2% | +5.4% | +5.2% |
| 3M | -0.9% | -8.4% | +7.5% | -0.3% |
| 6M | +6.1% | -9.5% | +15.7% | +6.5% |
| YTD | +18.9% | +10.1% | +8.8% | +17.0% |
| 1Y | +29.3% | +21.6% | +7.7% | +25.9% |
| All | +64.1% | +149.7% | -85.6% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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