+67.8%
XBI vs MNST
+36.6%
+31.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.7% |
| 7D | -4.6% | -2.2% | -2.4% | -4.4% |
| 30D | -0.8% | -5.4% | +4.6% | -0.4% |
| 3M | +21.8% | -5.5% | +27.3% | +22.1% |
| 6M | +23.2% | +12.4% | +10.8% | +20.0% |
| YTD | +28.7% | +12.4% | +16.3% | +25.7% |
| 1Y | +67.8% | +37.2% | +30.6% | +65.1% |
| All | +67.8% | +36.6% | +31.2% | +65.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling