+223.0%
HPQ vs MNST
+241.5%
-18.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.2% |
| 7D | +1.3% | -3.6% | +4.8% | +2.5% |
| 30D | +8.7% | -6.3% | +15.0% | +11.1% |
| 3M | +31.5% | -5.0% | +36.4% | +33.4% |
| 6M | +76.0% | +13.1% | +62.9% | +67.5% |
| YTD | +49.5% | +11.8% | +37.8% | +42.4% |
| 1Y | +17.3% | +35.2% | -18.0% | +3.4% |
| 3Y | +24.4% | +52.0% | -27.6% | +2.8% |
| 5Y | +37.3% | +77.9% | -40.6% | +4.5% |
| 10Y | +223.0% | +248.4% | -25.4% | +106.6% |
| All | +223.0% | +241.5% | -18.5% | +106.6% |
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 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