+4,495.9%
SMCI vs TRMB
+338.8%
+4,157.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.2% |
| 7D | +9.7% | -0.3% | +9.9% | +9.8% |
| 30D | +29.3% | -1.2% | +30.6% | +29.4% |
| 3M | -8.5% | +9.6% | -18.1% | -13.2% |
| 6M | +28.6% | -16.1% | +44.7% | +38.1% |
| YTD | +37.5% | -25.0% | +62.5% | +55.0% |
| 1Y | +0.5% | -27.7% | +28.2% | +15.0% |
| 3Y | +43.4% | +15.3% | +28.1% | +31.0% |
| 5Y | +1,008.2% | -37.4% | +1,045.6% | +1,206.6% |
| 10Y | +1,776.0% | +117.5% | +1,658.6% | +1,129.9% |
| All | +4,495.9% | +338.8% | +4,157.1% | +1,568.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling