+45.8%
MNST vs HUM
+51.1%
-5.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.1% | +3.4% | +3.3% |
| 7D | +6.8% | +1.6% | +5.2% | +6.7% |
| 30D | +12.0% | +3.5% | +8.5% | +11.8% |
| 3M | +3.5% | +15.5% | -12.0% | +2.4% |
| 6M | +29.7% | +76.2% | -46.5% | +23.0% |
| YTD | +27.2% | +64.5% | -37.4% | +20.1% |
| 1Y | +45.8% | +50.0% | -4.2% | +38.7% |
| All | +45.8% | +51.1% | -5.3% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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