+101.3%
MNST vs LTH
+142.9%
-41.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.2% |
| 7D | -3.4% | +4.5% | -7.9% | -4.0% |
| 30D | +6.6% | +16.3% | -9.7% | +4.6% |
| 3M | -2.9% | +8.4% | -11.3% | -4.0% |
| 6M | +18.4% | +40.3% | -21.8% | +13.3% |
| YTD | +19.3% | +77.3% | -58.0% | +10.4% |
| 1Y | +37.9% | +88.0% | -50.1% | +26.6% |
| 3Y | +62.9% | +274.3% | -211.4% | +32.5% |
| All | +101.3% | +142.9% | -41.5% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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