+245.3%
HD vs MNST
+328.4%
-83.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -1.2% | -6.9% | +5.7% | +1.7% |
| 30D | +20.9% | +3.7% | +17.1% | +19.2% |
| 3M | -0.2% | -0.3% | +0.1% | -0.1% |
| 6M | +14.5% | +5.1% | +9.4% | +12.0% |
| YTD | +4.3% | +18.4% | -14.1% | -3.4% |
| 1Y | -3.5% | +26.3% | -29.7% | -13.1% |
| 3Y | +30.1% | +64.3% | -34.1% | +2.5% |
| 5Y | +8.5% | +96.8% | -88.3% | -22.7% |
| 10Y | +245.3% | +333.2% | -87.9% | +94.1% |
| All | +245.3% | +328.4% | -83.1% | +94.1% |
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