+10,587.0%
WMT vs MNST
+571,079.0%
-560,491.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -1.6% | -5.0% | +3.4% | -1.4% |
| 30D | +12.9% | +4.6% | +8.3% | +12.7% |
| 3M | +12.6% | +1.0% | +11.6% | +12.6% |
| 6M | -3.4% | +5.8% | -9.2% | -3.6% |
| YTD | +13.5% | +19.1% | -5.5% | +12.8% |
| 1Y | +23.5% | +30.9% | -7.4% | +22.3% |
| 3Y | +137.3% | +65.7% | +71.6% | +132.9% |
| 5Y | +167.9% | +99.0% | +69.0% | +161.0% |
| 10Y | +526.6% | +313.1% | +213.5% | +496.5% |
| All | +10,587.0% | +571,079.0% | -560,491.9% | +8,153.3% |
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