-99.8%
SMSI price history and return analytics
+357.8%
-457.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.6% | +4.1% | +4.1% |
| 7D | +4.8% | +2.9% | +1.9% | +1.5% |
| 30D | 0.0% | -2.5% | +2.5% | +2.7% |
| 3M | -21.1% | -3.3% | -17.7% | -18.2% |
| 6M | -44.8% | +1.5% | -46.4% | -45.6% |
| YTD | -11.1% | +11.4% | -22.5% | -21.2% |
| 1Y | -27.3% | +11.9% | -39.2% | -35.9% |
| 3Y | -93.1% | +73.9% | -167.0% | -96.3% |
| 5Y | -99.0% | +57.9% | -156.9% | -99.4% |
| 10Y | -96.6% | +222.6% | -319.3% | -99.0% |
| All | -99.8% | +357.8% | -457.6% | -100.0% |
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