-37.6%
SMCI vs IBIT
-23.0%
-14.5%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.9% | -8.6% | -7.1% |
| 7D | -17.3% | -1.8% | -15.6% | -16.7% |
| 30D | -31.5% | -6.7% | -24.8% | -29.2% |
| 3M | -6.6% | +24.6% | -31.2% | -16.5% |
| 6M | +6.0% | -0.2% | +6.2% | +5.6% |
| YTD | +1.1% | -8.7% | +9.8% | -2.4% |
| 1Y | -37.6% | -20.7% | -16.8% | -37.4% |
| All | -37.6% | -23.0% | -14.5% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 IBIT 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