+2,967.4%
SMCI vs IBB
+786.5%
+2,180.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.1% |
| 7D | -6.6% | -0.5% | -6.0% | -6.0% |
| 30D | -24.9% | +4.6% | -29.5% | -27.2% |
| 3M | -31.4% | +6.8% | -38.2% | -35.1% |
| 6M | -16.0% | +23.1% | -39.1% | -29.2% |
| YTD | -8.2% | +26.0% | -34.2% | -23.0% |
| 1Y | -23.4% | +30.4% | -53.8% | -37.5% |
| 3Y | +5.0% | +85.4% | -80.4% | -34.5% |
| 5Y | +515.0% | +39.7% | +475.3% | +371.3% |
| 10Y | +953.7% | +127.1% | +826.7% | +431.5% |
| All | +2,967.4% | +786.5% | +2,180.8% | +315.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling