+1,803.3%
SMH vs MNST
+240.5%
+1,562.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MNST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.9% |
| 7D | +5.2% | -4.1% | +9.3% | +7.2% |
| 30D | -1.5% | -4.5% | +3.0% | +0.1% |
| 3M | -4.1% | -2.5% | -1.6% | -3.9% |
| 6M | +50.8% | +14.1% | +36.6% | +39.7% |
| YTD | +59.3% | +12.6% | +46.8% | +48.1% |
| 1Y | +94.1% | +36.9% | +57.1% | +62.8% |
| 3Y | +286.7% | +53.1% | +233.6% | +197.7% |
| 5Y | +339.4% | +78.2% | +261.2% | +206.2% |
| 10Y | +1,803.3% | +240.4% | +1,562.9% | +973.2% |
| All | +1,803.3% | +240.5% | +1,562.8% | +973.2% |
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