+45.8%
MNST vs PH
+20.3%
+25.5%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.7% | +7.0% | +3.5% |
| 7D | +6.8% | -0.2% | +7.0% | +6.7% |
| 30D | +12.0% | -6.7% | +18.8% | +12.4% |
| 3M | +3.5% | -8.1% | +11.6% | +3.9% |
| 6M | +29.7% | +5.3% | +24.3% | +28.2% |
| YTD | +27.2% | +4.2% | +23.0% | +28.9% |
| 1Y | +45.8% | +19.3% | +26.5% | +51.3% |
| All | +45.8% | +20.3% | +25.5% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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