+665.5%
XLU vs MNST
+175,022.5%
-174,357.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.3% |
| 7D | +2.1% | +1.6% | +0.5% | +1.9% |
| 30D | +5.6% | +5.1% | +0.5% | +5.0% |
| 3M | +0.7% | -0.5% | +1.2% | +0.7% |
| 6M | -0.1% | +8.1% | -8.2% | -1.0% |
| YTD | +5.3% | +21.2% | -15.9% | +2.9% |
| 1Y | +2.2% | +30.7% | -28.6% | -1.0% |
| 3Y | +61.6% | +67.3% | -5.7% | +52.0% |
| 5Y | +53.6% | +101.9% | -48.3% | +41.2% |
| 10Y | +162.3% | +343.3% | -181.0% | +123.7% |
| All | +665.5% | +175,022.5% | -174,357.0% | +376.7% |
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 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