+77.9%
MNST vs XLRE
+6.4%
+71.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.2% |
| 7D | -3.6% | -0.7% | -2.8% | -3.2% |
| 30D | -6.3% | -2.2% | -4.1% | -5.2% |
| 3M | -5.0% | -2.6% | -2.3% | -3.7% |
| 6M | +13.1% | +2.6% | +10.6% | +11.6% |
| YTD | +11.8% | +9.3% | +2.5% | +6.6% |
| 1Y | +35.2% | +7.2% | +28.0% | +30.2% |
| 3Y | +52.0% | +31.3% | +20.7% | +29.8% |
| 5Y | +77.9% | +8.1% | +69.7% | +74.5% |
| All | +77.9% | +6.4% | +71.4% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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