+1,770.3%
SMCI vs IBN
+324.2%
+1,446.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.4% | +6.6% |
| 7D | +1.3% | -3.0% | +4.3% | +2.4% |
| 30D | +6.6% | -1.5% | +8.1% | +7.3% |
| 3M | +25.4% | +7.9% | +17.5% | +21.8% |
| 6M | +26.1% | +8.6% | +17.5% | +22.7% |
| YTD | +37.0% | -0.6% | +37.6% | +37.4% |
| 1Y | -8.8% | -7.3% | -1.4% | -6.6% |
| 3Y | +44.6% | +26.2% | +18.4% | +31.9% |
| 5Y | +995.9% | +57.8% | +938.1% | +823.6% |
| All | +1,770.3% | +324.2% | +1,446.1% | +1,070.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling