+35.2%
MNST vs HRB
-9.2%
+44.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.7% |
| 7D | -3.6% | -10.6% | +7.1% | -3.4% |
| 30D | -6.3% | -0.8% | -5.5% | -6.0% |
| 3M | -5.0% | +19.1% | -24.0% | -4.5% |
| 6M | +13.1% | +48.7% | -35.6% | +15.5% |
| YTD | +11.8% | +7.1% | +4.7% | +12.4% |
| 1Y | +35.2% | -8.3% | +43.6% | +38.2% |
| All | +35.2% | -9.2% | +44.4% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling