+276.2%
HPE vs MNST
+101.2%
+175.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.0% | -5.7% | -4.0% |
| 7D | +7.9% | +1.6% | +6.2% | +7.6% |
| 30D | -23.5% | +5.1% | -28.5% | -24.2% |
| 3M | -19.1% | -0.5% | -18.6% | -19.2% |
| 6M | +51.4% | +8.1% | +43.3% | +48.1% |
| YTD | +103.4% | +21.2% | +82.2% | +92.8% |
| 1Y | +114.4% | +30.7% | +83.7% | +99.5% |
| 3Y | +224.7% | +67.3% | +157.4% | +179.7% |
| All | +276.2% | +101.2% | +175.0% | +201.2% |
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