+37.2%
MNST vs HLT
+11.9%
+25.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -2.2% | -2.6% | +0.3% | -1.7% |
| 30D | -5.4% | -2.6% | -2.7% | -4.8% |
| 3M | -5.5% | -9.4% | +3.9% | -3.7% |
| 6M | +12.4% | +2.7% | +9.6% | +11.7% |
| YTD | +12.4% | +6.8% | +5.6% | +11.8% |
| 1Y | +37.2% | +12.4% | +24.8% | +36.8% |
| All | +37.2% | +11.9% | +25.3% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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