+499.6%
SMTC vs TRMB
+118.7%
+380.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -2.0% | -2.3% |
| 7D | +17.5% | -5.4% | +23.0% | +21.9% |
| 30D | +21.3% | -2.0% | +23.3% | +21.3% |
| 3M | +3.1% | +12.3% | -9.2% | -8.7% |
| 6M | +81.7% | -17.6% | +99.3% | +100.1% |
| YTD | +115.9% | -27.5% | +143.4% | +158.9% |
| 1Y | +157.8% | -29.1% | +186.9% | +214.5% |
| 3Y | +557.3% | +11.5% | +545.8% | +495.6% |
| 5Y | +114.7% | -39.5% | +154.1% | +188.2% |
| All | +499.6% | +118.7% | +380.9% | +318.4% |
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