+101.3%
MNST vs LEN
-4.6%
+106.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -3.7% |
| 7D | -3.4% | +2.1% | -5.5% | -3.9% |
| 30D | +6.6% | +16.6% | -9.9% | +2.7% |
| 3M | -2.9% | +5.3% | -8.2% | -4.6% |
| 6M | +18.4% | -0.8% | +19.2% | +17.6% |
| YTD | +19.3% | -11.7% | +31.0% | +21.1% |
| 1Y | +37.9% | -24.6% | +62.5% | +45.4% |
| 3Y | +62.9% | -18.7% | +81.6% | +59.9% |
| All | +101.3% | -4.6% | +106.0% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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