+84.2%
MNST vs WWD
+198.3%
-114.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.8% |
| 7D | -6.5% | +1.3% | -7.8% | -6.7% |
| 30D | -7.2% | -7.2% | -0.1% | -6.1% |
| 3M | -1.0% | -3.8% | +2.8% | -0.9% |
| 6M | +11.5% | -9.9% | +21.4% | +12.6% |
| YTD | +14.3% | +14.8% | -0.5% | +9.8% |
| 1Y | +38.1% | +42.1% | -3.9% | +26.5% |
| 3Y | +55.0% | +170.8% | -115.8% | +17.5% |
| All | +84.2% | +198.3% | -114.1% | +32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling