-2.7%
SMCI vs IBKR
+45.1%
-47.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +4.9% | +4.9% |
| 7D | +6.8% | -3.3% | +10.0% | +9.5% |
| 30D | +30.6% | +4.5% | +26.1% | +25.0% |
| 3M | -15.6% | +6.5% | -22.1% | -20.6% |
| 6M | +21.3% | +34.2% | -12.9% | -4.8% |
| YTD | +35.3% | +44.5% | -9.2% | +0.2% |
| 1Y | -2.7% | +44.7% | -47.4% | -23.1% |
| All | -2.7% | +45.1% | -47.8% | -23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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