+4,495.9%
SMCI vs IBN
+403.7%
+4,092.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +2.5% |
| 7D | +9.7% | -2.2% | +11.9% | +10.4% |
| 30D | +29.3% | -2.3% | +31.6% | +30.3% |
| 3M | -8.5% | +15.9% | -24.3% | -13.0% |
| 6M | +28.6% | +5.6% | +23.0% | +26.7% |
| YTD | +37.5% | -0.1% | +37.6% | +37.9% |
| 1Y | +0.5% | -6.5% | +7.1% | +2.6% |
| 3Y | +43.4% | +29.3% | +14.1% | +31.7% |
| 5Y | +1,008.2% | +56.6% | +951.6% | +854.8% |
| 10Y | +1,776.0% | +314.4% | +1,461.7% | +1,031.8% |
| All | +4,495.9% | +403.7% | +4,092.2% | +1,986.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling