+232.1%
HPE vs MNST
+100.5%
+131.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.4% | +5.8% | +2.0% |
| 7D | -18.7% | -3.4% | -15.3% | -18.4% |
| 30D | -37.9% | +6.6% | -44.5% | -38.7% |
| 3M | -14.4% | -2.9% | -11.5% | -14.2% |
| 6M | +48.2% | +18.4% | +29.8% | +41.8% |
| YTD | +88.6% | +19.3% | +69.3% | +79.1% |
| 1Y | +94.8% | +37.9% | +56.9% | +78.3% |
| 3Y | +202.7% | +62.9% | +139.8% | +162.2% |
| All | +232.1% | +100.5% | +131.6% | +162.3% |
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 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