+34.8%
SMCI vs IBN
+25.1%
+9.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.7% |
| 7D | -1.3% | -5.5% | +4.2% | +1.7% |
| 30D | +18.3% | -3.4% | +21.7% | +20.6% |
| 3M | +27.7% | +8.7% | +19.0% | +21.1% |
| 6M | +17.6% | +3.7% | +13.9% | +14.5% |
| YTD | +27.7% | -2.4% | +30.1% | +28.0% |
| 1Y | -14.9% | -8.1% | -6.8% | -13.0% |
| All | +34.8% | +25.1% | +9.7% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling