+13.4%
SMCI vs IBIT
+58.5%
-45.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.2% | -3.1% | -3.2% |
| 7D | +5.2% | +1.1% | +4.1% | +4.5% |
| 30D | +23.7% | +22.2% | +1.5% | +12.1% |
| 3M | -4.2% | +26.0% | -30.2% | -14.6% |
| 6M | +21.7% | +13.2% | +8.5% | +13.9% |
| YTD | +33.0% | -10.8% | +43.8% | +36.8% |
| 1Y | -9.3% | -29.9% | +20.6% | +3.8% |
| All | +13.4% | +58.5% | -45.1% | -21.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling