+54.7%
MNST vs WY
-21.8%
+76.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.7% |
| 7D | -6.5% | -1.7% | -4.8% | -6.2% |
| 30D | -7.2% | -10.1% | +2.9% | -5.4% |
| 3M | -1.0% | -5.1% | +4.1% | -0.2% |
| 6M | +11.5% | -4.8% | +16.3% | +12.2% |
| YTD | +14.3% | -0.2% | +14.5% | +13.8% |
| 1Y | +38.1% | -6.6% | +44.7% | +39.1% |
| All | +54.7% | -21.8% | +76.5% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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