-98.5%
SMSI price history and return analytics
+66.8%
-165.2%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.4% |
| 7D | 0.0% | +1.0% | -1.0% | -1.4% |
| 30D | -2.1% | -0.2% | -1.8% | -1.9% |
| 3M | -20.2% | +4.5% | -24.8% | -24.9% |
| 6M | -12.6% | +14.1% | -26.7% | -27.5% |
| YTD | +5.2% | +14.8% | -9.6% | -13.3% |
| 1Y | -21.1% | +21.2% | -42.3% | -39.4% |
| 3Y | -95.2% | +76.6% | -171.8% | -97.9% |
| All | -98.5% | +66.8% | -165.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling