+1,487.3%
SMH vs MNST
+305.0%
+1,182.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | -6.7% | -3.9% | -2.8% | -5.2% |
| 30D | -19.8% | +3.9% | -23.7% | -21.6% |
| 3M | -15.1% | -0.8% | -14.2% | -15.6% |
| 6M | -14.6% | +5.1% | -19.7% | -18.0% |
| YTD | +34.3% | +18.3% | +16.0% | +21.3% |
| 1Y | +35.2% | +29.5% | +5.7% | +16.8% |
| 3Y | +211.7% | +64.0% | +147.6% | +131.3% |
| 5Y | +240.5% | +97.2% | +143.3% | +124.3% |
| 10Y | +1,487.3% | +328.4% | +1,158.9% | +710.4% |
| All | +1,487.3% | +305.0% | +1,182.3% | +710.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling