+2.9%
HAL vs MNST
+242.3%
-239.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | +2.9% | -6.5% | +9.4% | +5.3% |
| 30D | +17.0% | -7.2% | +24.3% | +19.8% |
| 3M | -9.7% | -1.0% | -8.6% | -9.9% |
| 6M | +8.6% | +11.5% | -2.9% | +3.2% |
| YTD | +33.0% | +14.3% | +18.7% | +24.8% |
| 1Y | +68.3% | +38.1% | +30.2% | +46.1% |
| 3Y | +0.1% | +55.0% | -54.9% | -18.8% |
| 5Y | +102.6% | +79.6% | +23.0% | +49.7% |
| All | +2.9% | +242.3% | -239.4% | -36.3% |
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 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