+139.4%
XBI vs MNST
+328.4%
-189.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -1.8% | -6.9% | +5.1% | +0.9% |
| 30D | +3.2% | +3.7% | -0.5% | +1.6% |
| 3M | -1.1% | -0.3% | -0.8% | -1.5% |
| 6M | +16.1% | +5.1% | +11.0% | +12.9% |
| YTD | +28.3% | +18.4% | +9.9% | +18.2% |
| 1Y | +37.7% | +26.3% | +11.4% | +23.4% |
| 3Y | +134.9% | +64.3% | +70.7% | +85.0% |
| 5Y | +24.5% | +96.8% | -72.3% | -11.1% |
| 10Y | +139.4% | +333.2% | -193.8% | +46.2% |
| All | +139.4% | +328.4% | -189.0% | +46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 10y: compounded portfolio wealth divided by compounded MNST 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…
10y analysis · Full analysis span regression · 6 months rolling