-2.7%
SMCI vs TRMB
-24.7%
+21.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.6% | +4.8% |
| 7D | +6.8% | -2.5% | +9.3% | +7.4% |
| 30D | +30.6% | +1.5% | +29.1% | +29.8% |
| 3M | -15.6% | +6.8% | -22.4% | -16.4% |
| 6M | +21.3% | -14.9% | +36.2% | +28.3% |
| YTD | +35.3% | -24.1% | +59.4% | +44.5% |
| 1Y | -2.7% | -25.4% | +22.7% | +5.7% |
| All | -2.7% | -24.7% | +21.9% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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