+18.4%
MNST vs BHP
-0.9%
+19.4%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.7% | -6.1% | -4.5% |
| 7D | -3.4% | +0.9% | -4.3% | -3.4% |
| 30D | +6.6% | -6.3% | +12.9% | +7.0% |
| 3M | -2.9% | -7.1% | +4.2% | -2.4% |
| 6M | +18.4% | -3.2% | +21.6% | +17.4% |
| All | +18.4% | -0.9% | +19.4% | +17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling