+603.3%
SGML price history and return analytics
+158.3%
+445.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | -0.5% | -15.3% | -15.4% |
| 7D | -14.9% | +1.0% | -15.9% | -15.6% |
| 30D | -8.3% | -0.2% | -8.1% | -8.0% |
| 3M | -21.3% | +4.5% | -25.8% | -23.6% |
| 6M | -15.5% | +14.1% | -29.5% | -23.3% |
| YTD | -20.9% | +14.8% | -35.7% | -28.2% |
| 1Y | +67.1% | +21.2% | +46.0% | +46.4% |
| 3Y | -67.4% | +76.6% | -144.0% | -77.1% |
| 5Y | +29.1% | +66.6% | -37.5% | -9.7% |
| All | +603.3% | +158.3% | +445.1% | +394.2% |
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