+78.2%
MNST vs BHP
+121.9%
-43.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.3% | -1.8% |
| 7D | -4.1% | +1.3% | -5.4% | -4.3% |
| 30D | -4.5% | +4.0% | -8.5% | -5.1% |
| 3M | -2.5% | +12.3% | -14.8% | -4.4% |
| 6M | +14.1% | +30.8% | -16.7% | +8.9% |
| YTD | +12.6% | +58.8% | -46.2% | +4.1% |
| 1Y | +36.9% | +76.8% | -39.9% | +24.2% |
| 3Y | +53.1% | +87.5% | -34.4% | +35.3% |
| 5Y | +78.2% | +123.9% | -45.7% | +50.1% |
| All | +78.2% | +121.9% | -43.7% | +50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling