-53.7%
SMHI price history and return analytics
+184.3%
-238.0%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -2.5% |
| 7D | -2.4% | -1.1% | -1.2% | -1.0% |
| 30D | -2.1% | -1.0% | -1.1% | -0.9% |
| 3M | +30.0% | +3.2% | +26.9% | +24.8% |
| 6M | +22.7% | +12.5% | +10.2% | +4.1% |
| YTD | +58.3% | +14.1% | +44.2% | +32.3% |
| 1Y | +48.2% | +18.9% | +29.3% | +17.0% |
| 3Y | -31.2% | +74.1% | -105.3% | -65.8% |
| 5Y | +121.6% | +66.9% | +54.8% | +15.1% |
| All | -53.7% | +184.3% | -238.0% | -85.5% |
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