-98.5%
SMSI price history and return analytics
+65.7%
-164.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.5% |
| 7D | -1.8% | -0.1% | -1.6% | -1.6% |
| 30D | -2.4% | -0.7% | -1.8% | -1.6% |
| 3M | -24.1% | +4.0% | -28.1% | -28.0% |
| 6M | -18.8% | +12.3% | -31.1% | -31.2% |
| YTD | +3.7% | +14.0% | -10.3% | -13.7% |
| 1Y | -26.3% | +20.3% | -46.6% | -42.8% |
| 3Y | -95.3% | +75.4% | -170.7% | -97.9% |
| 5Y | -98.5% | +66.0% | -164.5% | -99.2% |
| All | -98.5% | +65.7% | -164.2% | -99.2% |
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 2021-09-09 to 2026-09-09: 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…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling