+548,301.9%
MNST vs PHM
+11,456.8%
+536,845.1%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.7% | -0.6% |
| 7D | -6.5% | -3.2% | -3.3% | -5.9% |
| 30D | -7.2% | -6.4% | -0.8% | -6.2% |
| 3M | -1.0% | +5.5% | -6.5% | -2.2% |
| 6M | +11.5% | -5.4% | +16.9% | +12.2% |
| YTD | +14.3% | +6.6% | +7.7% | +12.4% |
| 1Y | +38.1% | -8.8% | +47.0% | +39.3% |
| 3Y | +55.0% | +54.1% | +0.9% | +40.0% |
| 5Y | +79.6% | +144.5% | -64.8% | +47.5% |
| 10Y | +241.8% | +569.4% | -327.6% | +128.8% |
| All | +548,301.9% | +11,456.8% | +536,845.1% | +275,407.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling