+899.8%
XLV vs MNST
+162,546.1%
-161,646.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.4% |
| 7D | -2.6% | -4.1% | +1.4% | -2.2% |
| 30D | +0.9% | -4.5% | +5.4% | +1.4% |
| 3M | +10.0% | -2.5% | +12.4% | +10.2% |
| 6M | +10.4% | +14.1% | -3.8% | +8.6% |
| YTD | +8.9% | +12.6% | -3.7% | +7.3% |
| 1Y | +23.4% | +36.9% | -13.6% | +19.0% |
| 3Y | +33.1% | +53.1% | -20.0% | +26.3% |
| 5Y | +33.3% | +78.2% | -45.0% | +24.1% |
| 10Y | +170.8% | +240.4% | -69.6% | +136.5% |
| All | +899.8% | +162,546.1% | -161,646.3% | +515.9% |
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