-37.6%
SMCI vs TRMB
-31.2%
-6.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -17.3% | +11.6% | -1.1% |
| 7D | -17.3% | -15.7% | -1.6% | -13.8% |
| 30D | -31.5% | -7.8% | -23.7% | -30.1% |
| 3M | -6.6% | -9.3% | +2.7% | -4.5% |
| 6M | +6.0% | -20.8% | +26.8% | +14.4% |
| YTD | +1.1% | -30.8% | +31.9% | +9.5% |
| 1Y | -37.6% | -31.0% | -6.6% | -32.5% |
| All | -37.6% | -31.2% | -6.3% | -32.5% |
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