+82.0%
MNST vs MOH
-19.7%
+101.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.5% |
| 7D | -1.0% | +1.7% | -2.7% | -1.1% |
| 30D | -5.6% | -0.9% | -4.7% | -5.5% |
| 3M | -5.7% | +5.7% | -11.4% | -6.4% |
| 6M | +12.0% | +39.1% | -27.2% | +7.4% |
| YTD | +13.2% | +17.7% | -4.5% | +9.7% |
| 1Y | +36.1% | +8.4% | +27.7% | +32.5% |
| 3Y | +52.9% | -36.6% | +89.4% | +57.2% |
| All | +82.0% | -19.7% | +101.7% | +70.9% |
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