+898.9%
XBI vs MNST
+4,818.2%
-3,919.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.0% |
| 7D | +0.1% | -3.9% | +4.0% | +1.0% |
| 30D | +0.8% | +3.9% | -3.1% | -0.2% |
| 3M | -1.9% | -0.8% | -1.1% | -1.9% |
| 6M | +15.2% | +5.1% | +10.1% | +13.4% |
| YTD | +27.3% | +18.3% | +9.0% | +21.3% |
| 1Y | +41.5% | +29.5% | +12.0% | +31.8% |
| 3Y | +133.1% | +64.0% | +69.0% | +103.0% |
| 5Y | +23.7% | +97.2% | -73.5% | +2.7% |
| 10Y | +139.0% | +328.4% | -189.5% | +66.6% |
| All | +898.9% | +4,818.2% | -3,919.3% | +302.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling