-2.7%
SMCI vs IBIT
-28.1%
+25.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +7.0% | +5.8% |
| 7D | +6.8% | +3.0% | +3.7% | +5.0% |
| 30D | +30.6% | +23.1% | +7.5% | +16.4% |
| 3M | -15.6% | +25.6% | -41.2% | -25.4% |
| 6M | +21.3% | +9.1% | +12.1% | +14.8% |
| YTD | +35.3% | -8.9% | +44.2% | +35.2% |
| 1Y | -2.7% | -27.5% | +24.7% | +18.4% |
| All | -2.7% | -28.1% | +25.4% | +18.4% |
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