+170.3%
WBD vs MNST
+56.6%
+113.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +14.8% | -1.1% | +5.7% |
| 7D | +13.7% | +14.8% | -1.1% | +5.7% |
| 30D | +13.7% | +14.8% | -1.1% | +5.7% |
| 3M | +13.7% | +14.8% | -1.1% | +5.7% |
| 6M | +13.3% | +20.2% | -7.0% | +2.7% |
| YTD | +7.4% | +13.5% | -6.1% | -0.3% |
| 1Y | +63.0% | +29.6% | +33.4% | +39.9% |
| All | +170.3% | +56.6% | +113.7% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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