+2,379.6%
MNST vs XRT
+514.3%
+1,865.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.1% |
| 7D | -6.5% | +0.8% | -7.3% | -6.9% |
| 30D | -7.2% | -4.2% | -3.0% | -5.3% |
| 3M | -1.0% | +5.1% | -6.1% | -3.6% |
| 6M | +11.5% | +2.4% | +9.1% | +9.8% |
| YTD | +14.3% | +3.2% | +11.1% | +11.9% |
| 1Y | +38.1% | +1.5% | +36.6% | +35.8% |
| 3Y | +55.0% | +40.6% | +14.4% | +25.2% |
| 5Y | +79.6% | -1.0% | +80.6% | +68.5% |
| 10Y | +241.8% | +128.4% | +113.4% | +75.5% |
| All | +2,379.6% | +514.3% | +1,865.3% | +534.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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