+1,643.5%
SMCI vs IBB
+125.2%
+1,518.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -2.9% |
| 7D | -1.3% | -5.2% | +3.9% | +2.9% |
| 30D | +18.3% | +1.5% | +16.8% | +16.4% |
| 3M | +27.7% | +22.1% | +5.6% | +7.9% |
| 6M | +17.6% | +17.7% | -0.1% | +3.8% |
| YTD | +27.7% | +20.2% | +7.5% | +11.2% |
| 1Y | -14.9% | +44.4% | -59.3% | -35.5% |
| 3Y | +33.2% | +61.1% | -27.9% | -6.0% |
| 5Y | +921.6% | +18.5% | +903.1% | +775.9% |
| All | +1,643.5% | +125.2% | +1,518.3% | +948.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling