+5,346.2%
MNST vs XHB
+172.9%
+5,173.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -2.9% | -3.8% |
| 7D | -3.4% | +1.3% | -4.7% | -4.0% |
| 30D | +6.6% | +7.8% | -1.2% | +3.1% |
| 3M | -2.9% | -5.5% | +2.6% | -0.9% |
| 6M | +18.4% | -2.6% | +21.0% | +18.7% |
| YTD | +19.3% | +0.4% | +18.9% | +17.3% |
| 1Y | +37.9% | -1.0% | +38.9% | +36.1% |
| 3Y | +62.9% | +37.3% | +25.6% | +33.6% |
| 5Y | +99.6% | +33.7% | +65.9% | +62.5% |
| 10Y | +305.7% | +256.9% | +48.8% | +103.9% |
| All | +5,346.2% | +172.9% | +5,173.4% | +2,621.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling