+8.9%
SMCI vs IBIT
+56.3%
-47.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.4% |
| 7D | -1.3% | -5.8% | +4.5% | +1.3% |
| 30D | +18.3% | +21.5% | -3.2% | +7.5% |
| 3M | +27.7% | +24.5% | +3.2% | +14.5% |
| 6M | +17.6% | +10.0% | +7.6% | +11.5% |
| YTD | +27.7% | -12.0% | +39.7% | +32.2% |
| 1Y | -14.9% | -32.3% | +17.4% | -1.1% |
| All | +8.9% | +56.3% | -47.5% | -23.8% |
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