+16.8%
XLI vs MNST
+38.5%
-21.7%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.4% |
| 7D | +1.0% | -4.1% | +5.1% | +1.2% |
| 30D | -5.8% | -4.5% | -1.3% | -5.6% |
| 3M | +0.7% | -2.5% | +3.2% | +0.7% |
| 6M | +3.2% | +14.1% | -11.0% | +1.6% |
| YTD | +13.0% | +12.6% | +0.5% | +11.6% |
| 1Y | +16.8% | +36.9% | -20.2% | +17.4% |
| All | +16.8% | +38.5% | -21.7% | +17.4% |
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 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