-19.1%
HAL vs MNST
+316.3%
-335.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -7.9% | -5.0% | -2.9% | -6.4% |
| 30D | -2.1% | +4.6% | -6.6% | -3.8% |
| 3M | +0.4% | +1.0% | -0.6% | -0.4% |
| 6M | -19.2% | +5.8% | -25.0% | -21.6% |
| YTD | +14.4% | +19.1% | -4.7% | +5.5% |
| 1Y | +18.0% | +30.9% | -12.9% | +4.9% |
| 3Y | -9.7% | +65.7% | -75.4% | -28.6% |
| 5Y | +40.1% | +99.0% | -58.8% | -1.3% |
| 10Y | -19.1% | +313.1% | -332.2% | -53.9% |
| All | -19.1% | +316.3% | -335.4% | -53.9% |
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