+236,893.4%
MNST vs IBB
+554.8%
+236,338.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.0% | +3.2% | +0.1% |
| 7D | +3.2% | -3.6% | +6.8% | +4.7% |
| 30D | +10.6% | +3.4% | +7.2% | +8.9% |
| 3M | +1.3% | +9.5% | -8.2% | -2.9% |
| 6M | +26.2% | +23.3% | +2.9% | +14.9% |
| YTD | +24.8% | +24.5% | +0.2% | +12.8% |
| 1Y | +40.9% | +32.9% | +8.0% | +23.9% |
| 3Y | +72.2% | +76.6% | -4.4% | +32.4% |
| 5Y | +108.8% | +35.5% | +73.3% | +77.5% |
| 10Y | +324.4% | +156.7% | +167.7% | +171.9% |
| All | +236,893.4% | +554.8% | +236,338.5% | +81,223.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling