+3,009.3%
MNST vs HBM
+443.9%
+2,565.4%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -4.6% |
| 7D | -3.4% | -3.6% | +0.2% | -3.1% |
| 30D | +6.6% | -19.2% | +25.8% | +8.7% |
| 3M | -2.9% | -20.5% | +17.6% | -1.1% |
| 6M | +18.4% | -12.8% | +31.3% | +18.6% |
| YTD | +19.3% | +5.4% | +13.8% | +16.4% |
| 1Y | +37.9% | +33.0% | +4.9% | +31.3% |
| 3Y | +62.9% | +357.3% | -294.4% | +32.5% |
| 5Y | +99.6% | +210.4% | -110.8% | +64.3% |
| 10Y | +305.7% | +387.1% | -81.4% | +184.8% |
| All | +3,009.3% | +443.9% | +2,565.4% | +1,952.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling