+77.9%
MNST vs HBAN
+36.5%
+41.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -3.6% | -1.5% | -2.1% | -3.3% |
| 30D | -6.3% | -5.5% | -0.8% | -5.3% |
| 3M | -5.0% | -0.2% | -4.7% | -5.0% |
| 6M | +13.1% | +5.2% | +8.0% | +11.9% |
| YTD | +11.8% | -2.3% | +14.1% | +11.8% |
| 1Y | +35.2% | -2.2% | +37.4% | +35.0% |
| 3Y | +52.0% | +73.8% | -21.8% | +31.7% |
| 5Y | +77.9% | +35.2% | +42.6% | +60.6% |
| All | +77.9% | +36.5% | +41.4% | +60.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling