+53.1%
HAL vs MNST
+97.2%
-44.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.2% | +3.3% |
| 7D | -0.2% | -6.9% | +6.7% | +0.4% |
| 30D | +1.0% | +3.7% | -2.7% | +0.6% |
| 3M | -2.1% | -0.3% | -1.8% | -2.3% |
| 6M | -17.5% | +5.1% | -22.6% | -18.2% |
| YTD | +18.1% | +18.4% | -0.3% | +15.3% |
| 1Y | +19.7% | +26.3% | -6.5% | +15.8% |
| 3Y | -7.9% | +64.3% | -72.2% | -15.2% |
| 5Y | +53.1% | +96.8% | -43.8% | +44.9% |
| All | +53.1% | +97.2% | -44.1% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling