+23.2%
XBI vs MNST
+81.5%
-58.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | -0.9% | -4.1% | +3.2% | +0.5% |
| 30D | +2.9% | -4.5% | +7.4% | +4.3% |
| 3M | +26.2% | -2.5% | +28.7% | +26.6% |
| 6M | +30.7% | +14.1% | +16.6% | +23.0% |
| YTD | +32.9% | +12.6% | +20.4% | +25.5% |
| 1Y | +72.3% | +36.9% | +35.3% | +49.6% |
| 3Y | +107.2% | +53.1% | +54.1% | +69.7% |
| 5Y | +23.2% | +78.2% | -55.1% | -12.7% |
| All | +23.2% | +81.5% | -58.3% | -12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling