+26.3%
MNST vs HCA
+10.4%
+15.9%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -6.9% | -0.9% | -6.0% | -6.7% |
| 30D | +3.7% | +10.3% | -6.6% | +2.0% |
| 3M | -0.3% | +23.2% | -23.5% | -3.4% |
| 6M | +5.1% | +19.1% | -14.1% | +1.7% |
| YTD | +18.4% | +9.0% | +9.5% | +15.9% |
| 1Y | +26.3% | +10.2% | +16.1% | +23.3% |
| All | +26.3% | +10.4% | +15.9% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling