+164.0%
XBI vs MNST
+241.5%
-77.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -3.6% | -3.6% | -0.1% | -2.3% |
| 30D | +0.9% | -6.3% | +7.1% | +3.2% |
| 3M | +21.4% | -5.0% | +26.4% | +23.2% |
| 6M | +25.5% | +13.1% | +12.4% | +18.3% |
| YTD | +30.8% | +11.8% | +19.1% | +23.7% |
| 1Y | +68.6% | +35.2% | +33.3% | +47.0% |
| 3Y | +103.9% | +52.0% | +51.9% | +66.5% |
| 5Y | +20.8% | +77.9% | -57.1% | -9.5% |
| 10Y | +164.0% | +248.4% | -84.4% | +74.3% |
| All | +164.0% | +241.5% | -77.5% | +74.3% |
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