-99.7%
SMU price history and return analytics
+22.6%
-122.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.3% | -6.5% | -4.8% |
| 7D | -18.0% | +2.4% | -20.4% | -29.8% |
| 30D | -43.7% | -1.5% | -42.2% | -34.2% |
| 3M | -83.5% | -4.1% | -79.4% | -75.7% |
| 6M | -91.5% | +0.6% | -92.1% | -89.7% |
| YTD | -96.2% | +11.0% | -107.2% | -97.2% |
| 1Y | -98.8% | +13.3% | -112.1% | -99.2% |
| All | -99.7% | +22.6% | -122.3% | -99.8% |
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