+84.2%
MNST vs SMTC
+91.8%
-7.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.2% | -9.8% | -1.0% |
| 7D | -6.5% | +12.7% | -19.2% | -7.0% |
| 30D | -7.2% | +22.0% | -29.2% | -8.3% |
| 3M | -1.0% | -12.7% | +11.7% | -0.9% |
| 6M | +11.5% | +64.8% | -53.3% | +7.2% |
| YTD | +14.3% | +100.7% | -86.4% | +8.5% |
| 1Y | +38.1% | +146.9% | -108.8% | +29.1% |
| 3Y | +55.0% | +456.8% | -401.8% | +26.8% |
| All | +84.2% | +91.8% | -7.7% | +89.0% |
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