+30.6%
MNST vs PHM
+11.8%
+18.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.0% |
| 7D | -3.4% | +6.2% | -9.6% | -4.6% |
| 30D | +6.6% | +17.9% | -11.3% | +3.2% |
| 3M | -2.9% | +2.5% | -5.4% | -3.5% |
| 6M | +18.4% | +10.8% | +7.7% | +15.6% |
| YTD | +19.3% | +13.7% | +5.5% | +16.9% |
| All | +30.6% | +11.8% | +18.7% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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