+1,770.3%
SMCI vs IBKR
+1,011.6%
+758.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +6.1% |
| 7D | +1.3% | -1.3% | +2.6% | +2.1% |
| 30D | +6.6% | -0.2% | +6.8% | +6.6% |
| 3M | +25.4% | +3.0% | +22.5% | +23.2% |
| 6M | +26.1% | +33.9% | -7.7% | +9.9% |
| YTD | +37.0% | +42.5% | -5.5% | +15.4% |
| 1Y | -8.8% | +44.9% | -53.6% | -23.8% |
| 3Y | +44.6% | +293.0% | -248.4% | -27.2% |
| 5Y | +995.9% | +497.7% | +498.3% | +344.0% |
| All | +1,770.3% | +1,011.6% | +758.7% | +470.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling