+65.7%
MNST vs WY
-23.3%
+89.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.3% |
| 7D | -5.0% | -0.8% | -4.2% | -4.8% |
| 30D | +4.6% | +10.6% | -6.0% | +2.6% |
| 3M | +1.0% | -16.6% | +17.7% | +4.0% |
| 6M | +5.8% | -8.6% | +14.4% | +7.0% |
| YTD | +19.1% | -8.4% | +27.5% | +20.2% |
| 1Y | +30.9% | -5.1% | +36.0% | +31.2% |
| 3Y | +65.7% | -21.9% | +87.7% | +73.0% |
| All | +65.7% | -23.3% | +89.1% | +73.0% |
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