-2.7%
SMCI vs IBB
+51.5%
-54.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.9% | +5.4% | +5.5% |
| 7D | +6.8% | +1.4% | +5.3% | +5.0% |
| 30D | +30.6% | +10.5% | +20.1% | +14.6% |
| 3M | -15.6% | +23.6% | -39.2% | -37.5% |
| 6M | +21.3% | +22.6% | -1.4% | -9.8% |
| YTD | +35.3% | +25.7% | +9.6% | -2.2% |
| 1Y | -2.7% | +51.4% | -54.1% | -40.6% |
| All | -2.7% | +51.5% | -54.2% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling