+1,103.8%
LITE vs MNST
+72.2%
+1,031.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -1.9% | -16.8% | -18.9% |
| 7D | -44.6% | +3.2% | -47.8% | -44.3% |
| 30D | -55.0% | +10.6% | -65.6% | -54.5% |
| 3M | -38.3% | +1.3% | -39.6% | -37.8% |
| 6M | -48.8% | +26.2% | -75.0% | -49.3% |
| YTD | +38.3% | +24.8% | +13.5% | +36.4% |
| 1Y | +119.0% | +40.9% | +78.0% | +115.3% |
| All | +1,103.8% | +72.2% | +1,031.7% | +1,108.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling