-99.7%
SMSI price history and return analytics
+356.5%
-456.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.3% | +7.4% | +7.4% |
| 7D | +14.2% | +2.4% | +11.9% | +11.3% |
| 30D | +8.4% | -1.5% | +9.9% | +10.1% |
| 3M | -11.1% | -4.1% | -7.0% | -7.0% |
| 6M | -38.1% | +0.6% | -38.6% | -38.3% |
| YTD | -4.8% | +11.0% | -15.9% | -15.4% |
| 1Y | -19.7% | +13.3% | -33.0% | -30.3% |
| 3Y | -92.1% | +73.4% | -165.5% | -95.7% |
| 5Y | -99.0% | +57.4% | -156.4% | -99.3% |
| 10Y | -96.4% | +221.7% | -318.1% | -98.9% |
| All | -99.7% | +356.5% | -456.3% | -99.9% |
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