+26.1%
SMCI vs IBKR
+34.2%
-8.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +4.8% |
| 7D | +1.3% | -1.3% | +2.6% | +2.9% |
| 30D | +6.6% | -0.2% | +6.8% | +5.7% |
| 3M | +25.4% | +3.0% | +22.5% | +17.2% |
| 6M | +26.1% | +33.9% | -7.7% | -18.8% |
| All | +26.1% | +34.2% | -8.0% | -18.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling