+96.8%
MNST vs IBB
+43.4%
+53.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -6.9% | -1.4% | -5.5% | -6.5% |
| 30D | +3.7% | +6.8% | -3.0% | +1.2% |
| 3M | -0.3% | +9.2% | -9.5% | -3.9% |
| 6M | +5.1% | +28.3% | -23.3% | -5.1% |
| YTD | +18.4% | +29.4% | -10.9% | +6.3% |
| 1Y | +26.3% | +33.2% | -6.9% | +11.9% |
| 3Y | +64.3% | +90.2% | -25.9% | +21.0% |
| 5Y | +96.8% | +44.0% | +52.8% | +58.4% |
| All | +96.8% | +43.4% | +53.4% | +58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling