+572,080.2%
MNST vs SMTC
+43,936.3%
+528,143.9%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +12.7% | -17.2% | -5.2% |
| 7D | -3.4% | -19.0% | +15.6% | -2.4% |
| 30D | +6.6% | -46.7% | +53.4% | +10.3% |
| 3M | -2.9% | -23.4% | +20.5% | -2.4% |
| 6M | +18.4% | -13.4% | +31.9% | +17.1% |
| YTD | +19.3% | +40.1% | -20.8% | +13.6% |
| 1Y | +37.9% | +47.7% | -9.8% | +30.7% |
| 3Y | +62.9% | +606.9% | -544.0% | +32.8% |
| 5Y | +99.6% | +14.4% | +85.2% | +82.1% |
| 10Y | +305.7% | +322.5% | -16.8% | +235.9% |
| All | +572,080.2% | +43,936.3% | +528,143.9% | +498,773.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling