+53.1%
MNST vs HCA
+51.3%
+1.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | -4.1% | -2.8% | -1.3% | -3.7% |
| 30D | -4.5% | -2.7% | -1.7% | -4.1% |
| 3M | -2.5% | +11.5% | -13.9% | -4.3% |
| 6M | +14.1% | -24.3% | +38.4% | +18.4% |
| YTD | +12.6% | -13.6% | +26.1% | +14.3% |
| 1Y | +36.9% | -3.2% | +40.1% | +36.2% |
| 3Y | +53.1% | +50.4% | +2.7% | +33.3% |
| All | +53.1% | +51.3% | +1.7% | +33.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling