+967.2%
SMCI vs MNST
+76.8%
+890.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.1% |
| 7D | +5.2% | -3.6% | +8.8% | +6.3% |
| 30D | +23.7% | -6.3% | +30.0% | +26.0% |
| 3M | -4.2% | -5.0% | +0.8% | -3.5% |
| 6M | +21.7% | +13.1% | +8.6% | +15.0% |
| YTD | +33.0% | +11.8% | +21.3% | +25.7% |
| 1Y | -9.3% | +35.2% | -44.5% | -20.7% |
| 3Y | +38.7% | +52.0% | -13.3% | +12.8% |
| 5Y | +967.2% | +77.9% | +889.3% | +671.5% |
| All | +967.2% | +76.8% | +890.3% | +671.5% |
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