-36.5%
BHM price history and return analytics
+75.3%
-111.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.5% | -4.6% | -5.0% |
| 7D | -1.2% | +1.0% | -2.2% | -1.4% |
| 30D | -1.2% | -0.2% | -0.9% | -1.1% |
| 3M | -14.4% | +4.5% | -18.9% | -15.3% |
| 6M | -19.2% | +14.1% | -33.3% | -21.8% |
| YTD | -19.4% | +14.8% | -34.1% | -22.2% |
| 1Y | -31.1% | +21.2% | -52.3% | -34.5% |
| All | -36.5% | +75.3% | -111.8% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling