+43.4%
SMH vs MNST
+45.8%
-2.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -6.1% | -2.7% |
| 7D | -11.2% | +6.8% | -17.9% | -11.3% |
| 30D | -20.4% | +12.0% | -32.5% | -20.8% |
| 3M | -12.4% | +3.5% | -15.9% | -12.2% |
| 6M | -0.5% | +29.7% | -30.2% | -7.0% |
| YTD | +40.0% | +27.2% | +12.9% | +31.5% |
| 1Y | +43.4% | +45.8% | -2.4% | +37.7% |
| All | +43.4% | +45.8% | -2.4% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling