+84.2%
MNST vs HRB
+126.2%
-42.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | 0.0% |
| 7D | -6.5% | -5.7% | -0.8% | -5.7% |
| 30D | -7.2% | +7.9% | -15.1% | -8.3% |
| 3M | -1.0% | +32.1% | -33.1% | -5.2% |
| 6M | +11.5% | +62.2% | -50.8% | +3.3% |
| YTD | +14.3% | +16.4% | -2.1% | +12.2% |
| 1Y | +38.1% | -0.3% | +38.4% | +39.6% |
| 3Y | +55.0% | +36.0% | +18.9% | +40.8% |
| All | +84.2% | +126.2% | -42.1% | +37.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling