+523.6%
SMCI vs MNST
+101.2%
+422.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -0.9% |
| 7D | -6.6% | +1.6% | -8.2% | -6.9% |
| 30D | -24.9% | +5.1% | -30.0% | -26.2% |
| 3M | -31.4% | -0.5% | -30.9% | -31.7% |
| 6M | -16.0% | +8.1% | -24.2% | -19.3% |
| YTD | -8.2% | +21.2% | -29.4% | -15.6% |
| 1Y | -23.4% | +30.7% | -54.2% | -31.4% |
| 3Y | +5.0% | +67.3% | -62.3% | -17.1% |
| All | +523.6% | +101.2% | +422.4% | +326.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling