+40.4%
SMCI vs IBB
+63.1%
-22.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.4% |
| 7D | +5.2% | -3.9% | +9.1% | +9.7% |
| 30D | +23.7% | +2.7% | +21.0% | +19.1% |
| 3M | -4.2% | +21.4% | -25.6% | -23.9% |
| 6M | +21.7% | +20.1% | +1.7% | -1.3% |
| YTD | +33.0% | +21.9% | +11.1% | +6.2% |
| 1Y | -9.3% | +44.1% | -53.4% | -39.3% |
| All | +40.4% | +63.1% | -22.7% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling