+1,770.3%
SMCI vs TRMB
+121.9%
+1,648.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.8% | +6.5% |
| 7D | +1.3% | -3.0% | +4.3% | +3.0% |
| 30D | +6.6% | +2.3% | +4.3% | +5.2% |
| 3M | +25.4% | +15.3% | +10.1% | +14.1% |
| 6M | +26.1% | -14.7% | +40.8% | +35.7% |
| YTD | +37.0% | -26.4% | +63.4% | +58.4% |
| 1Y | -8.8% | -30.4% | +21.6% | +8.5% |
| 3Y | +44.6% | +13.5% | +31.1% | +31.3% |
| 5Y | +995.9% | -38.6% | +1,034.5% | +1,204.7% |
| All | +1,770.3% | +121.9% | +1,648.5% | +1,075.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling