+16.8%
SMCI vs IBIT
+56.7%
-39.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.2% |
| 7D | +1.3% | -3.2% | +4.5% | +2.8% |
| 30D | +6.6% | +22.0% | -15.3% | -3.3% |
| 3M | +25.4% | +21.4% | +4.0% | +13.7% |
| 6M | +26.1% | +9.2% | +16.9% | +20.0% |
| YTD | +37.0% | -11.8% | +48.8% | +41.7% |
| 1Y | -8.8% | -32.7% | +23.9% | +6.2% |
| All | +16.8% | +56.7% | -39.9% | -18.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling