+10,575.1%
WMT vs MNST
+572,080.2%
-561,505.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.4% | +2.7% | -1.6% |
| 7D | +1.6% | -3.4% | +5.0% | +1.8% |
| 30D | +16.1% | +6.6% | +9.4% | +15.8% |
| 3M | +12.3% | -2.9% | +15.2% | +12.4% |
| 6M | -3.1% | +18.4% | -21.5% | -3.7% |
| YTD | +13.4% | +19.3% | -5.9% | +12.6% |
| 1Y | +24.5% | +37.9% | -13.4% | +23.0% |
| 3Y | +135.7% | +62.9% | +72.8% | +131.4% |
| 5Y | +166.8% | +99.6% | +67.2% | +159.9% |
| 10Y | +543.4% | +305.7% | +237.7% | +512.8% |
| All | +10,575.1% | +572,080.2% | -561,505.1% | +8,143.6% |
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