+1,346,136.5%
MNST vs HIG
+1,002.1%
+1,345,134.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.4% |
| 7D | -6.5% | +0.3% | -6.8% | -6.5% |
| 30D | -7.2% | -3.2% | -4.0% | -6.8% |
| 3M | -1.0% | +9.1% | -10.2% | -2.3% |
| 6M | +11.5% | -1.8% | +13.3% | +11.7% |
| YTD | +14.3% | +1.8% | +12.5% | +13.8% |
| 1Y | +38.1% | +4.6% | +33.6% | +36.9% |
| 3Y | +55.0% | +101.6% | -46.7% | +39.2% |
| 5Y | +79.6% | +124.5% | -44.9% | +58.5% |
| 10Y | +241.8% | +317.8% | -76.0% | +170.1% |
| All | +1,346,136.5% | +1,002.1% | +1,345,134.5% | +1,274,716.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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