-4.3%
HD vs MNST
+35.8%
-40.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | -0.5% |
| 7D | +4.3% | -3.4% | +7.8% | +5.5% |
| 30D | +20.2% | +6.6% | +13.6% | +18.7% |
| 3M | -1.0% | -2.9% | +1.9% | -0.3% |
| 6M | +7.9% | +18.4% | -10.5% | +4.8% |
| YTD | +2.0% | +19.3% | -17.3% | -0.7% |
| 1Y | -4.3% | +37.9% | -42.2% | -8.3% |
| All | -4.3% | +35.8% | -40.1% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling