+433.7%
WMT vs MNST
+241.5%
+192.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | 0.0% |
| 7D | -0.2% | -3.6% | +3.3% | +0.7% |
| 30D | -5.8% | -6.3% | +0.5% | -4.3% |
| 3M | -10.8% | -5.0% | -5.8% | -9.7% |
| 6M | -14.3% | +13.1% | -27.5% | -17.4% |
| YTD | -4.4% | +11.8% | -16.2% | -7.7% |
| 1Y | +4.3% | +35.2% | -30.9% | -4.3% |
| 3Y | +100.1% | +52.0% | +48.1% | +76.1% |
| 5Y | +130.8% | +77.9% | +53.0% | +92.3% |
| 10Y | +433.7% | +248.4% | +185.3% | +276.0% |
| All | +433.7% | +241.5% | +192.2% | +276.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling