+955.3%
XBI vs MNST
+4,653.4%
-3,698.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.2% |
| 7D | +0.9% | -6.5% | +7.4% | +2.5% |
| 30D | +7.1% | -7.2% | +14.3% | +8.8% |
| 3M | +22.9% | -1.0% | +23.9% | +22.9% |
| 6M | +29.7% | +11.5% | +18.2% | +25.6% |
| YTD | +34.5% | +14.3% | +20.2% | +29.4% |
| 1Y | +76.1% | +38.1% | +37.9% | +61.5% |
| 3Y | +103.2% | +55.0% | +48.2% | +79.5% |
| 5Y | +22.8% | +79.6% | -56.8% | +4.3% |
| 10Y | +176.3% | +241.8% | -65.5% | +101.6% |
| All | +955.3% | +4,653.4% | -3,698.0% | +329.4% |
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