+101.3%
MNST vs HAS
+50.4%
+50.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.5% | -3.9% | -4.3% |
| 7D | -3.4% | -0.2% | -3.3% | -3.4% |
| 30D | +6.6% | +31.0% | -24.4% | +1.4% |
| 3M | -2.9% | +30.7% | -33.5% | -7.6% |
| 6M | +18.4% | +23.9% | -5.5% | +13.5% |
| YTD | +19.3% | +48.3% | -29.0% | +10.1% |
| 1Y | +37.9% | +60.2% | -22.3% | +25.3% |
| 3Y | +62.9% | +189.2% | -126.3% | +25.4% |
| All | +101.3% | +50.4% | +50.9% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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