+248.7%
MNST vs HBAN
+161.4%
+87.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | -2.2% | -1.9% | -0.3% | -1.8% |
| 30D | -5.4% | -5.9% | +0.5% | -4.2% |
| 3M | -5.5% | +0.2% | -5.8% | -5.6% |
| 6M | +12.4% | +6.6% | +5.7% | +10.7% |
| YTD | +12.4% | -1.7% | +14.1% | +12.3% |
| 1Y | +37.2% | -1.7% | +38.9% | +36.7% |
| 3Y | +52.9% | +74.9% | -22.0% | +31.9% |
| 5Y | +79.7% | +36.0% | +43.7% | +61.1% |
| All | +248.7% | +161.4% | +87.3% | +188.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 10y: compounded portfolio wealth divided by compounded HBAN 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…
10y analysis · Full analysis span regression · 6 months rolling