+328.4%
MNST vs IBB
+130.8%
+197.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | -3.9% | +0.8% | -4.7% | -4.3% |
| 30D | +3.9% | +5.2% | -1.3% | +1.4% |
| 3M | -0.8% | +8.6% | -9.4% | -5.0% |
| 6M | +5.1% | +27.8% | -22.7% | -6.9% |
| YTD | +18.3% | +28.8% | -10.5% | +4.0% |
| 1Y | +29.5% | +36.4% | -6.9% | +10.7% |
| 3Y | +64.0% | +89.3% | -25.3% | +16.9% |
| 5Y | +97.2% | +43.3% | +53.9% | +59.8% |
| 10Y | +328.4% | +130.6% | +197.8% | +173.4% |
| All | +328.4% | +130.8% | +197.7% | +173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling