+84.7%
WDC vs MNST
+29.3%
+55.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.1% | +8.2% | +8.3% |
| 7D | -3.2% | -6.9% | +3.6% | -2.4% |
| 30D | -19.0% | +3.7% | -22.8% | -19.5% |
| 3M | -28.4% | -0.3% | -28.1% | -28.5% |
| 6M | -39.2% | +5.1% | -44.3% | -41.4% |
| YTD | +82.1% | +18.4% | +63.6% | +66.9% |
| 1Y | +84.7% | +26.3% | +58.4% | +64.0% |
| All | +84.7% | +29.3% | +55.4% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling