+548,301.9%
MNST vs HRB
+3,357.9%
+544,944.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.0% | +3.4% | +0.2% |
| 7D | -6.5% | -5.7% | -0.8% | -5.5% |
| 30D | -7.2% | +7.9% | -15.1% | -8.8% |
| 3M | -1.0% | +32.1% | -33.1% | -6.6% |
| 6M | +11.5% | +62.2% | -50.8% | +0.2% |
| YTD | +14.3% | +16.4% | -2.1% | +9.1% |
| 1Y | +38.1% | -0.3% | +38.4% | +35.5% |
| 3Y | +55.0% | +36.0% | +18.9% | +40.7% |
| 5Y | +79.6% | +125.2% | -45.6% | +45.2% |
| 10Y | +241.8% | +237.7% | +4.1% | +141.1% |
| All | +548,301.9% | +3,357.9% | +544,944.0% | +253,226.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling