+9,012.0%
WMT vs MNST
+548,301.9%
-539,290.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.2% |
| 7D | +3.9% | -6.5% | +10.4% | +4.2% |
| 30D | -4.4% | -7.2% | +2.8% | -4.2% |
| 3M | -8.8% | -1.0% | -7.8% | -8.8% |
| 6M | -15.6% | +11.5% | -27.1% | -16.0% |
| YTD | -3.2% | +14.3% | -17.5% | -3.7% |
| 1Y | +7.0% | +38.1% | -31.1% | +5.8% |
| 3Y | +105.3% | +55.0% | +50.3% | +101.9% |
| 5Y | +129.3% | +79.6% | +49.6% | +124.1% |
| 10Y | +423.9% | +241.8% | +182.1% | +401.3% |
| All | +9,012.0% | +548,301.9% | -539,290.0% | +6,946.6% |
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