+38.1%
MNST vs HUM
+31.0%
+7.1%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -6.5% | +4.2% | -10.6% | -6.7% |
| 30D | -7.2% | +10.4% | -17.6% | -7.7% |
| 3M | -1.0% | +15.1% | -16.1% | -2.1% |
| 6M | +11.5% | +120.9% | -109.4% | +7.2% |
| YTD | +14.3% | +57.9% | -43.6% | +9.7% |
| 1Y | +38.1% | +30.6% | +7.6% | +33.4% |
| All | +38.1% | +31.0% | +7.1% | +33.4% |
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