+1,269.2%
SMH vs TRMB
+685.9%
+583.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.3% | +1.6% |
| 7D | +5.2% | -0.3% | +5.5% | +5.3% |
| 30D | -1.5% | -1.2% | -0.3% | -1.3% |
| 3M | -4.1% | +9.6% | -13.7% | -8.6% |
| 6M | +50.8% | -16.1% | +66.9% | +59.0% |
| YTD | +59.3% | -25.0% | +84.3% | +74.9% |
| 1Y | +94.1% | -27.7% | +121.8% | +116.1% |
| 3Y | +286.7% | +15.3% | +271.4% | +255.7% |
| 5Y | +339.4% | -37.4% | +376.8% | +410.7% |
| 10Y | +1,803.3% | +117.5% | +1,685.8% | +1,274.8% |
| All | +1,269.2% | +685.9% | +583.3% | +274.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling