-21.7%
SMCI vs IBIT
+39.4%
-61.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | +1.2% |
| 7D | -6.6% | -9.2% | +2.6% | -2.0% |
| 30D | -24.9% | -15.8% | -9.1% | -18.2% |
| 3M | -31.4% | +8.5% | -39.9% | -34.1% |
| 6M | -16.0% | -13.7% | -2.3% | -10.6% |
| YTD | -8.2% | -21.6% | +13.4% | +0.5% |
| 1Y | -23.4% | -30.0% | +6.5% | -12.0% |
| All | -21.7% | +39.4% | -61.1% | -42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling