+84.2%
MNST vs LII
+25.3%
+58.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.7% | -0.8% |
| 7D | -6.5% | -0.7% | -5.8% | -6.4% |
| 30D | -7.2% | -12.6% | +5.4% | -5.1% |
| 3M | -1.0% | -24.4% | +23.4% | +3.2% |
| 6M | +11.5% | -28.7% | +40.2% | +17.1% |
| YTD | +14.3% | -19.1% | +33.5% | +16.8% |
| 1Y | +38.1% | -29.7% | +67.8% | +44.7% |
| 3Y | +55.0% | +4.8% | +50.2% | +37.7% |
| All | +84.2% | +25.3% | +58.9% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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