+3,690.2%
SMCI vs IBKR
+1,349.8%
+2,340.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +6.2% |
| 7D | +1.3% | -1.3% | +2.6% | +2.0% |
| 30D | +6.6% | -0.2% | +6.8% | +6.7% |
| 3M | +25.4% | +3.0% | +22.5% | +23.6% |
| 6M | +26.1% | +33.9% | -7.7% | +12.2% |
| YTD | +37.0% | +42.5% | -5.5% | +18.3% |
| 1Y | -8.8% | +44.9% | -53.6% | -21.8% |
| 3Y | +44.6% | +293.0% | -248.4% | -21.3% |
| 5Y | +995.9% | +497.7% | +498.3% | +392.3% |
| 10Y | +1,801.4% | +1,004.4% | +797.0% | +530.2% |
| All | +3,690.2% | +1,349.8% | +2,340.4% | +806.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling