+99.8%
MNST vs MOH
-33.1%
+132.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.1% | +2.0% |
| 7D | +1.6% | +0.2% | +1.4% | +1.6% |
| 30D | +5.1% | +0.1% | +4.9% | +5.0% |
| 3M | -0.5% | +1.8% | -2.3% | -0.8% |
| 6M | +8.1% | +9.1% | -1.0% | +6.8% |
| YTD | +21.2% | +20.7% | +0.5% | +17.1% |
| 1Y | +30.7% | +51.3% | -20.6% | +22.3% |
| 3Y | +67.3% | -42.0% | +109.3% | +77.9% |
| All | +99.8% | -33.1% | +132.9% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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