+84.2%
MNST vs IBB
+22.5%
+61.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -6.5% | +1.4% | -7.9% | -7.0% |
| 30D | -7.2% | +10.5% | -17.7% | -10.7% |
| 3M | -1.0% | +23.6% | -24.7% | -8.8% |
| 6M | +11.5% | +22.6% | -11.1% | +2.8% |
| YTD | +14.3% | +25.7% | -11.4% | +4.2% |
| 1Y | +38.1% | +51.4% | -13.3% | +16.5% |
| 3Y | +55.0% | +64.4% | -9.4% | +23.8% |
| All | +84.2% | +22.5% | +61.7% | +53.0% |
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