+99.8%
MNST vs HUM
+6.2%
+93.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.5% | +1.8% |
| 7D | +1.6% | +3.7% | -2.1% | +1.3% |
| 30D | +5.1% | +5.5% | -0.4% | +4.5% |
| 3M | -0.5% | +17.1% | -17.6% | -2.1% |
| 6M | +8.1% | +48.3% | -40.1% | +3.5% |
| YTD | +21.2% | +77.4% | -56.2% | +13.3% |
| 1Y | +30.7% | +92.6% | -61.8% | +21.0% |
| 3Y | +67.3% | -6.1% | +73.4% | +69.5% |
| All | +99.8% | +6.2% | +93.6% | +89.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling