+19.0%
SMCI vs MNST
+64.1%
-45.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +0.1% | +9.4% | +9.5% |
| 7D | +2.8% | -6.9% | +9.7% | +2.9% |
| 30D | -23.9% | +3.7% | -27.6% | -24.2% |
| 3M | -3.7% | -0.3% | -3.4% | -3.9% |
| 6M | -9.2% | +5.1% | -14.3% | -10.4% |
| YTD | +4.0% | +18.4% | -14.5% | +0.3% |
| 1Y | -21.6% | +26.3% | -47.9% | -24.8% |
| All | +19.0% | +64.1% | -45.2% | +12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MNST.
Daily Out/Under-Performance
Portfolio return minus MNST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNST 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 MNST 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