+248.4%
MNST vs BHP
+503.2%
-254.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -3.6% | +0.9% | -4.4% | -3.8% |
| 30D | -6.3% | +4.0% | -10.3% | -7.2% |
| 3M | -5.0% | +11.3% | -16.2% | -7.7% |
| 6M | +13.1% | +29.3% | -16.2% | +5.6% |
| YTD | +11.8% | +59.2% | -47.5% | -1.2% |
| 1Y | +35.2% | +80.8% | -45.6% | +15.4% |
| 3Y | +52.0% | +88.0% | -36.0% | +25.9% |
| 5Y | +77.9% | +126.6% | -48.8% | +34.9% |
| 10Y | +248.4% | +515.7% | -267.3% | +93.6% |
| All | +248.4% | +503.2% | -254.8% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BHP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling