+248.4%
MNST vs HRB
+205.6%
+42.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.4% |
| 7D | -3.6% | -10.6% | +7.1% | -1.6% |
| 30D | -6.3% | -0.8% | -5.5% | -6.4% |
| 3M | -5.0% | +19.1% | -24.0% | -8.6% |
| 6M | +13.1% | +48.7% | -35.6% | +3.5% |
| YTD | +11.8% | +7.1% | +4.7% | +8.9% |
| 1Y | +35.2% | -8.3% | +43.6% | +36.0% |
| 3Y | +52.0% | +25.8% | +26.2% | +39.2% |
| 5Y | +77.9% | +111.1% | -33.2% | +41.6% |
| 10Y | +248.4% | +206.6% | +41.8% | +143.3% |
| All | +248.4% | +205.6% | +42.8% | +143.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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