+523.5%
WMT vs MNST
+305.0%
+218.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.1% |
| 7D | +0.6% | -3.9% | +4.5% | +1.6% |
| 30D | +12.8% | +3.9% | +8.9% | +11.7% |
| 3M | +11.7% | -0.8% | +12.5% | +11.9% |
| 6M | -3.5% | +5.1% | -8.6% | -4.9% |
| YTD | +13.4% | +18.3% | -4.9% | +8.0% |
| 1Y | +23.6% | +29.5% | -5.9% | +14.8% |
| 3Y | +133.9% | +64.0% | +69.9% | +101.9% |
| 5Y | +170.1% | +97.2% | +72.9% | +118.7% |
| 10Y | +523.5% | +328.4% | +195.1% | +321.4% |
| All | +523.5% | +305.0% | +218.5% | +321.4% |
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 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