+2,050.0%
LLY vs MNST
+328.4%
+1,721.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +1.4% | -6.9% | +8.2% | +3.1% |
| 30D | +21.5% | +3.7% | +17.8% | +20.5% |
| 3M | +18.5% | -0.3% | +18.7% | +18.5% |
| 6M | +49.1% | +5.1% | +44.0% | +47.0% |
| YTD | +34.4% | +18.4% | +16.0% | +28.1% |
| 1Y | +46.3% | +26.3% | +20.0% | +37.2% |
| 3Y | +145.5% | +64.3% | +81.2% | +112.1% |
| 5Y | +472.7% | +96.8% | +375.9% | +361.3% |
| 10Y | +2,050.0% | +333.2% | +1,716.7% | +1,321.8% |
| All | +2,050.0% | +328.4% | +1,721.5% | +1,321.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling