-8.8%
SMCI vs TRMB
-28.6%
+19.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.8% | +6.9% |
| 7D | +1.3% | -3.0% | +4.3% | +2.2% |
| 30D | +6.6% | +2.3% | +4.3% | +5.8% |
| 3M | +25.4% | +15.3% | +10.1% | +16.4% |
| 6M | +26.1% | -14.7% | +40.8% | +33.3% |
| YTD | +37.0% | -26.4% | +63.4% | +49.0% |
| 1Y | -8.8% | -30.4% | +21.6% | +0.2% |
| All | -8.8% | -28.6% | +19.8% | +0.2% |
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 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