+2,465.7%
MNST vs XRT
+549.7%
+1,916.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -3.9% | +4.1% | -8.0% | -5.9% |
| 30D | +3.9% | +9.9% | -6.0% | -1.0% |
| 3M | -0.8% | +2.3% | -3.1% | -2.1% |
| 6M | +5.1% | +9.6% | -4.5% | -0.1% |
| YTD | +18.3% | +9.1% | +9.1% | +12.5% |
| 1Y | +29.5% | +16.2% | +13.2% | +19.1% |
| 3Y | +64.0% | +60.1% | +4.0% | +23.8% |
| 5Y | +97.2% | -0.5% | +97.6% | +85.3% |
| 10Y | +328.4% | +145.1% | +183.3% | +111.9% |
| All | +2,465.7% | +549.7% | +1,916.0% | +537.3% |
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