+490.8%
LITE vs MNST
+100.5%
+390.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.4% | +10.1% | +6.3% |
| 7D | -35.9% | -3.4% | -32.5% | -35.6% |
| 30D | -51.5% | +6.6% | -58.1% | -52.3% |
| 3M | -35.7% | -2.9% | -32.8% | -35.8% |
| 6M | -43.0% | +18.4% | -61.4% | -46.6% |
| YTD | +46.1% | +19.3% | +26.9% | +36.1% |
| 1Y | +124.7% | +37.9% | +86.8% | +99.9% |
| 3Y | +1,172.1% | +62.9% | +1,109.2% | +957.7% |
| All | +490.8% | +100.5% | +390.3% | +313.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling