+78.2%
MNST vs HUBB
+154.5%
-76.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -1.7% |
| 7D | -4.1% | +4.8% | -8.9% | -4.8% |
| 30D | -4.5% | -9.3% | +4.8% | -3.1% |
| 3M | -2.5% | -3.9% | +1.4% | -2.3% |
| 6M | +14.1% | -0.8% | +15.0% | +13.4% |
| YTD | +12.6% | +5.6% | +7.0% | +10.3% |
| 1Y | +36.9% | +7.7% | +29.2% | +33.1% |
| 3Y | +53.1% | +47.5% | +5.6% | +31.4% |
| 5Y | +78.2% | +153.7% | -75.4% | +18.3% |
| All | +78.2% | +154.5% | -76.3% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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