+2,898.2%
LITE vs MNST
+289.0%
+2,609.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -1.9% | -16.8% | -18.0% |
| 7D | -44.6% | +3.2% | -47.8% | -45.2% |
| 30D | -55.0% | +10.6% | -65.6% | -56.8% |
| 3M | -38.3% | +1.3% | -39.6% | -39.3% |
| 6M | -48.8% | +26.2% | -75.0% | -54.2% |
| YTD | +38.3% | +24.8% | +13.5% | +23.8% |
| 1Y | +119.0% | +40.9% | +78.0% | +86.3% |
| 3Y | +1,092.0% | +72.2% | +1,019.8% | +808.7% |
| 5Y | +446.1% | +108.8% | +337.3% | +274.6% |
| 10Y | +1,381.7% | +324.4% | +1,057.3% | +715.0% |
| All | +2,898.2% | +289.0% | +2,609.3% | +1,781.2% |
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