+99.8%
MNST vs SMTC
+26.3%
+73.5%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -4.1% | +6.0% | +2.1% |
| 7D | +1.6% | +11.0% | -9.4% | +1.3% |
| 30D | +5.1% | -28.5% | +33.6% | +6.0% |
| 3M | -0.5% | -14.2% | +13.7% | -0.7% |
| 6M | +8.1% | -18.0% | +26.1% | +7.4% |
| YTD | +21.2% | +55.5% | -34.3% | +15.6% |
| 1Y | +30.7% | +69.5% | -38.8% | +23.9% |
| 3Y | +67.3% | +699.7% | -632.3% | +25.9% |
| All | +99.8% | +26.3% | +73.5% | +118.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling