+20,870.5%
LLY vs MNST
+598,486.6%
-577,616.1%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -3.7% |
| 7D | -0.7% | +3.2% | -3.8% | -0.7% |
| 30D | +17.9% | +10.6% | +7.3% | +17.5% |
| 3M | +16.8% | +1.3% | +15.6% | +16.8% |
| 6M | +38.4% | +26.2% | +12.2% | +37.4% |
| YTD | +27.6% | +24.8% | +2.8% | +26.7% |
| 1Y | +48.3% | +40.9% | +7.4% | +46.7% |
| 3Y | +145.4% | +72.2% | +73.2% | +140.8% |
| 5Y | +438.9% | +108.8% | +330.1% | +425.3% |
| 10Y | +2,101.6% | +324.4% | +1,777.2% | +2,003.4% |
| All | +20,870.5% | +598,486.6% | -577,616.1% | +18,217.2% |
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