+495.9%
HPE vs MNST
+240.5%
+255.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.3% | +8.2% |
| 7D | +10.1% | -4.1% | +14.2% | +11.5% |
| 30D | +5.3% | -4.5% | +9.8% | +6.6% |
| 3M | +12.7% | -2.5% | +15.1% | +12.9% |
| 6M | +167.7% | +14.1% | +153.5% | +153.8% |
| YTD | +135.5% | +12.6% | +122.9% | +123.2% |
| 1Y | +143.4% | +36.9% | +106.5% | +114.4% |
| 3Y | +249.2% | +53.1% | +196.1% | +190.4% |
| 5Y | +343.8% | +78.2% | +265.6% | +241.5% |
| 10Y | +495.9% | +240.4% | +255.5% | +281.3% |
| All | +495.9% | +240.5% | +255.3% | +281.3% |
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 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