+101.3%
MNST vs XHB
+33.2%
+68.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.9% |
| 7D | -3.4% | +1.3% | -4.7% | -3.8% |
| 30D | +6.6% | +7.8% | -1.2% | +4.1% |
| 3M | -2.9% | -5.5% | +2.6% | -1.4% |
| 6M | +18.4% | -2.6% | +21.0% | +18.7% |
| YTD | +19.3% | +0.4% | +18.9% | +17.8% |
| 1Y | +37.9% | -1.0% | +38.9% | +36.6% |
| 3Y | +62.9% | +37.3% | +25.6% | +33.7% |
| All | +101.3% | +33.2% | +68.1% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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