+240.4%
MNST vs FHN
+126.5%
+113.9%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.4% |
| 7D | -4.1% | +2.7% | -6.8% | -4.5% |
| 30D | -4.5% | -3.1% | -1.4% | -4.0% |
| 3M | -2.5% | +2.3% | -4.8% | -2.8% |
| 6M | +14.1% | +9.7% | +4.4% | +12.4% |
| YTD | +12.6% | +4.7% | +7.8% | +11.5% |
| 1Y | +36.9% | +13.8% | +23.2% | +33.6% |
| 3Y | +53.1% | +131.6% | -78.5% | +30.5% |
| 5Y | +78.2% | +91.1% | -12.9% | +50.5% |
| 10Y | +240.4% | +126.6% | +113.7% | +162.4% |
| All | +240.4% | +126.5% | +113.9% | +162.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FHN 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling