+354.7%
MNST vs HRB
+221.6%
+133.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.4% | +3.4% | +2.2% |
| 7D | +1.6% | -5.1% | +6.7% | +2.6% |
| 30D | +5.1% | +8.7% | -3.6% | +3.4% |
| 3M | -0.5% | -5.4% | +4.9% | +0.4% |
| 6M | +8.1% | +41.6% | -33.4% | +0.5% |
| YTD | +21.2% | +18.7% | +2.5% | +15.7% |
| 1Y | +30.7% | +16.4% | +14.3% | +25.2% |
| 3Y | +67.3% | +22.0% | +45.3% | +55.1% |
| 5Y | +101.9% | +141.2% | -39.4% | +56.3% |
| All | +354.7% | +221.6% | +133.1% | +215.4% |
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