+298.2%
WBD vs MNST
+9,351.2%
-9,053.0%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | -1.8% | -6.5% | +4.7% | -0.4% |
| 30D | +8.8% | -7.2% | +16.0% | +10.5% |
| 3M | +4.6% | -1.0% | +5.6% | +4.7% |
| 6M | +1.1% | +11.5% | -10.4% | -1.7% |
| YTD | -2.0% | +14.3% | -16.3% | -5.3% |
| 1Y | +140.0% | +38.1% | +101.9% | +122.1% |
| 3Y | +144.4% | +55.0% | +89.4% | +120.2% |
| 5Y | -0.2% | +79.6% | -79.8% | -13.1% |
| 10Y | +9.1% | +241.8% | -232.7% | -18.1% |
| All | +298.2% | +9,351.2% | -9,053.0% | +64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling