+5,119.9%
MNST vs XHB
+173.9%
+4,946.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -1.0% |
| 7D | -6.5% | -1.3% | -5.2% | -6.0% |
| 30D | -7.2% | -6.9% | -0.3% | -4.5% |
| 3M | -1.0% | -1.3% | +0.2% | -1.1% |
| 6M | +11.5% | -6.8% | +18.3% | +13.9% |
| YTD | +14.3% | +0.7% | +13.6% | +12.5% |
| 1Y | +38.1% | -11.2% | +49.4% | +43.0% |
| 3Y | +55.0% | +25.3% | +29.6% | +32.7% |
| 5Y | +79.6% | +37.3% | +42.3% | +44.7% |
| 10Y | +241.8% | +211.5% | +30.3% | +82.6% |
| All | +5,119.9% | +173.9% | +4,946.0% | +2,508.8% |
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