+5,083.9%
LITE vs MNST
+256.4%
+4,827.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.2% |
| 7D | -1.5% | -6.5% | +5.0% | +0.8% |
| 30D | +6.7% | -7.2% | +13.9% | +8.9% |
| 3M | -6.8% | -1.0% | -5.7% | -7.6% |
| 6M | +29.4% | +11.5% | +18.0% | +21.6% |
| YTD | +139.1% | +14.3% | +124.8% | +122.1% |
| 1Y | +521.0% | +38.1% | +482.9% | +430.1% |
| 3Y | +1,535.3% | +55.0% | +1,480.3% | +1,202.4% |
| 5Y | +889.8% | +79.6% | +810.2% | +624.0% |
| 10Y | +2,400.7% | +241.8% | +2,158.9% | +1,351.7% |
| All | +5,083.9% | +256.4% | +4,827.5% | +3,273.7% |
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