+56.6%
MNST vs SMTC
+463.0%
-406.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.2% | -9.8% | -0.6% |
| 7D | -6.5% | +12.7% | -19.2% | -6.5% |
| 30D | -7.2% | +22.0% | -29.2% | -7.4% |
| 3M | -1.0% | -12.7% | +11.7% | -0.9% |
| 6M | +11.5% | +64.8% | -53.3% | +10.3% |
| YTD | +14.3% | +100.7% | -86.4% | +12.9% |
| 1Y | +38.1% | +146.9% | -108.8% | +36.0% |
| All | +56.6% | +463.0% | -406.3% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 3y: compounded portfolio wealth divided by compounded SMTC 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…
3y analysis · Full analysis span regression · 6 months rolling