-2.7%
SMCI vs IBN
-4.0%
+1.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.3% | +5.0% |
| 7D | +6.8% | +1.4% | +5.4% | +5.8% |
| 30D | +30.6% | -0.3% | +30.9% | +30.7% |
| 3M | -15.6% | +17.1% | -32.7% | -25.5% |
| 6M | +21.3% | +3.4% | +17.9% | +12.5% |
| YTD | +35.3% | +2.5% | +32.7% | +26.8% |
| 1Y | -2.7% | -4.2% | +1.4% | -8.2% |
| All | -2.7% | -4.0% | +1.3% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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