+217,024.2%
MNST vs IBB
+560.8%
+216,463.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -6.5% | +1.4% | -7.9% | -7.0% |
| 30D | -7.2% | +10.5% | -17.7% | -11.2% |
| 3M | -1.0% | +23.6% | -24.7% | -9.6% |
| 6M | +11.5% | +22.6% | -11.1% | +1.9% |
| YTD | +14.3% | +25.7% | -11.4% | +3.2% |
| 1Y | +38.1% | +51.4% | -13.3% | +15.2% |
| 3Y | +55.0% | +64.4% | -9.4% | +23.2% |
| 5Y | +79.6% | +22.1% | +57.5% | +59.6% |
| 10Y | +241.8% | +132.5% | +109.3% | +127.9% |
| All | +217,024.2% | +560.8% | +216,463.4% | +74,332.9% |
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