+528.7%
WDC vs MNST
+100.5%
+428.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.4% | +3.0% | -0.2% |
| 7D | -28.0% | -3.4% | -24.5% | -27.3% |
| 30D | -34.9% | +6.6% | -41.6% | -36.3% |
| 3M | -41.6% | -2.9% | -38.7% | -41.3% |
| 6M | -45.4% | +18.4% | -63.8% | -49.1% |
| YTD | +53.3% | +19.3% | +34.0% | +42.4% |
| 1Y | +61.5% | +37.9% | +23.6% | +43.2% |
| 3Y | +712.3% | +62.9% | +649.5% | +563.5% |
| All | +528.7% | +100.5% | +428.2% | +332.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling