+34.8%
SMCI vs TRMB
+10.8%
+23.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -3.0% | -3.5% |
| 7D | -1.3% | -5.4% | +4.1% | +1.7% |
| 30D | +18.3% | -2.0% | +20.3% | +18.9% |
| 3M | +27.7% | +12.3% | +15.4% | +16.5% |
| 6M | +17.6% | -17.6% | +35.2% | +30.4% |
| YTD | +27.7% | -27.5% | +55.2% | +51.9% |
| 1Y | -14.9% | -29.1% | +14.2% | +2.4% |
| All | +34.8% | +10.8% | +23.9% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling