-32.4%
SMHB price history and return analytics
+165.0%
-197.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | -1.6% | +0.4% | -2.1% | -2.7% |
| 30D | +4.8% | +1.0% | +3.8% | +2.4% |
| 3M | +12.6% | +2.4% | +10.3% | +4.8% |
| 6M | +13.3% | +12.0% | +1.3% | -14.9% |
| YTD | +22.7% | +15.3% | +7.4% | -14.2% |
| 1Y | +6.3% | +22.6% | -16.3% | -35.5% |
| 3Y | +4.7% | +74.7% | -69.9% | -71.7% |
| 5Y | -15.1% | +66.1% | -81.3% | -72.2% |
| All | -32.4% | +165.0% | -197.4% | -91.7% |
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