+298.8%
HPE vs MNST
+80.0%
+218.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.4% |
| 7D | -0.6% | -6.5% | +5.9% | +0.6% |
| 30D | -2.3% | -7.2% | +4.9% | -1.0% |
| 3M | -2.9% | -1.0% | -1.8% | -3.1% |
| 6M | +143.6% | +11.5% | +132.1% | +136.2% |
| YTD | +118.5% | +14.3% | +104.2% | +109.9% |
| 1Y | +129.2% | +38.1% | +91.1% | +109.1% |
| 3Y | +212.5% | +55.0% | +157.5% | +174.7% |
| All | +298.8% | +80.0% | +218.7% | +212.6% |
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