+245.6%
MNST vs HDB
+38.3%
+207.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -6.5% | +0.4% | -6.9% | -6.6% |
| 30D | -7.2% | -2.8% | -4.4% | -6.5% |
| 3M | -1.0% | -3.5% | +2.5% | -0.4% |
| 6M | +11.5% | -24.7% | +36.2% | +19.3% |
| YTD | +14.3% | -36.6% | +50.9% | +27.7% |
| 1Y | +38.1% | -34.4% | +72.5% | +52.7% |
| 3Y | +55.0% | -24.4% | +79.4% | +62.1% |
| 5Y | +79.6% | -35.4% | +115.0% | +92.5% |
| All | +245.6% | +38.3% | +207.3% | +233.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling