+5.8%
HD vs MNST
+100.5%
-94.7%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | -0.4% |
| 7D | +4.3% | -3.4% | +7.8% | +5.6% |
| 30D | +20.2% | +6.6% | +13.6% | +17.9% |
| 3M | -1.0% | -2.9% | +1.9% | -0.2% |
| 6M | +7.9% | +18.4% | -10.5% | +1.7% |
| YTD | +2.0% | +19.3% | -17.3% | -4.2% |
| 1Y | -4.3% | +37.9% | -42.2% | -14.6% |
| 3Y | +25.9% | +62.9% | -36.9% | +4.5% |
| All | +5.8% | +100.5% | -94.7% | -21.7% |
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