+101.3%
MNST vs HBM
+205.9%
-104.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -4.5% |
| 7D | -3.4% | -3.6% | +0.2% | -3.2% |
| 30D | +6.6% | -19.2% | +25.8% | +8.2% |
| 3M | -2.9% | -20.5% | +17.6% | -1.6% |
| 6M | +18.4% | -12.8% | +31.3% | +18.3% |
| YTD | +19.3% | +5.4% | +13.8% | +16.7% |
| 1Y | +37.9% | +33.0% | +4.9% | +32.3% |
| 3Y | +62.9% | +357.3% | -294.4% | +34.3% |
| All | +101.3% | +205.9% | -104.6% | +72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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