+101.3%
MNST vs HDB
-24.7%
+126.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.8% | -6.2% | -4.8% |
| 7D | -3.4% | +13.3% | -16.8% | -6.0% |
| 30D | +6.6% | +13.6% | -6.9% | +3.7% |
| 3M | -2.9% | +5.8% | -8.7% | -4.2% |
| 6M | +18.4% | -1.9% | +20.4% | +18.2% |
| YTD | +19.3% | -31.2% | +50.5% | +28.4% |
| 1Y | +37.9% | -29.6% | +67.5% | +47.6% |
| 3Y | +62.9% | -10.1% | +73.0% | +61.5% |
| All | +101.3% | -24.7% | +126.1% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling