-14.9%
SMCI vs IVV
+17.3%
-32.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -1.8% |
| 7D | -1.3% | -2.0% | +0.7% | +6.2% |
| 30D | +18.3% | -1.6% | +19.9% | +26.0% |
| 3M | +27.7% | +4.8% | +23.0% | +8.0% |
| 6M | +17.6% | +12.6% | +5.0% | -14.7% |
| YTD | +27.7% | +11.8% | +15.9% | -5.1% |
| 1Y | -14.9% | +17.6% | -32.4% | -43.1% |
| All | -14.9% | +17.3% | -32.2% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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