+62.9%
MNST vs PHM
+64.3%
-1.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.0% | -2.4% | -4.1% |
| 7D | -3.4% | +6.2% | -9.6% | -4.3% |
| 30D | +6.6% | +17.9% | -11.3% | +4.0% |
| 3M | -2.9% | +2.5% | -5.4% | -3.4% |
| 6M | +18.4% | +10.8% | +7.7% | +16.3% |
| YTD | +19.3% | +13.7% | +5.5% | +16.6% |
| 1Y | +37.9% | +12.4% | +25.5% | +34.9% |
| 3Y | +62.9% | +65.6% | -2.8% | +53.9% |
| All | +62.9% | +64.3% | -1.5% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling