+225.3%
SBSW price history and return analytics
+315.5%
-90.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.5% |
| 7D | +4.5% | -0.1% | +4.6% | +4.7% |
| 30D | +23.0% | -0.7% | +23.6% | +24.2% |
| 3M | +36.8% | +4.0% | +32.8% | +31.4% |
| 6M | -6.2% | +12.3% | -18.5% | -16.6% |
| YTD | -5.3% | +14.0% | -19.3% | -16.4% |
| 1Y | +58.1% | +20.3% | +37.8% | +31.5% |
| 3Y | +150.9% | +75.4% | +75.4% | +40.5% |
| 5Y | +11.8% | +66.0% | -54.2% | -33.4% |
| 10Y | +20.4% | +228.2% | -207.8% | -57.3% |
| All | +225.3% | +315.5% | -90.2% | -4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling