+59.1%
HL vs MNST
+548,301.9%
-548,242.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.5% |
| 7D | +1.5% | -6.5% | +8.0% | +1.9% |
| 30D | +25.1% | -7.2% | +32.3% | +25.5% |
| 3M | +22.9% | -1.0% | +23.9% | +22.9% |
| 6M | -4.9% | +11.5% | -16.4% | -5.6% |
| YTD | +7.8% | +14.3% | -6.5% | +6.9% |
| 1Y | +133.9% | +38.1% | +95.8% | +129.4% |
| 3Y | +380.9% | +55.0% | +325.9% | +368.0% |
| 5Y | +230.2% | +79.6% | +150.6% | +218.6% |
| 10Y | +265.6% | +241.8% | +23.8% | +241.9% |
| All | +59.1% | +548,301.9% | -548,242.8% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling