+45.8%
MNST vs SIMO
+94.5%
-48.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -9.6% | +12.9% | +3.1% |
| 7D | +6.8% | -16.9% | +23.6% | +6.4% |
| 30D | +12.0% | -35.4% | +47.4% | +11.5% |
| 3M | +3.5% | -31.9% | +35.4% | +3.1% |
| 6M | +29.7% | -19.3% | +49.0% | +28.4% |
| YTD | +27.2% | +98.5% | -71.3% | +23.4% |
| 1Y | +45.8% | +100.5% | -54.7% | +41.2% |
| All | +45.8% | +94.5% | -48.7% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 1y: compounded portfolio wealth divided by compounded SIMO 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…
1y analysis · Full analysis span regression · 6 months rolling