-55.2%
BHM price history and return analytics
+116.0%
-171.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.2% |
| 7D | +3.4% | -0.1% | +3.6% | +3.5% |
| 30D | -1.1% | -0.7% | -0.4% | -0.8% |
| 3M | -14.1% | +4.0% | -18.1% | -15.6% |
| 6M | -16.3% | +12.3% | -28.6% | -20.6% |
| YTD | -18.6% | +14.0% | -32.6% | -23.6% |
| 1Y | -31.5% | +20.3% | -51.8% | -37.3% |
| 3Y | -33.5% | +75.4% | -109.0% | -53.7% |
| All | -55.2% | +116.0% | -171.2% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling