+4,419.4%
SMCI vs IVV
+672.5%
+3,746.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.4% | +5.0% | +5.1% |
| 7D | +6.8% | +0.1% | +6.7% | +6.6% |
| 30D | +30.6% | +0.1% | +30.5% | +30.7% |
| 3M | -15.6% | +2.0% | -17.6% | -16.2% |
| 6M | +21.3% | +13.0% | +8.2% | +7.9% |
| YTD | +35.3% | +13.6% | +21.7% | +20.3% |
| 1Y | -2.7% | +20.1% | -22.8% | -18.6% |
| 3Y | +40.3% | +77.6% | -37.3% | -21.0% |
| 5Y | +941.8% | +82.5% | +859.4% | +485.9% |
| 10Y | +1,687.4% | +316.5% | +1,370.8% | +300.3% |
| All | +4,419.4% | +672.5% | +3,746.9% | +348.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling