+174.6%
SMTC vs TRMB
-28.6%
+203.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.9% |
| 7D | +13.1% | -3.0% | +16.1% | +13.4% |
| 30D | +19.5% | +2.3% | +17.1% | +18.7% |
| 3M | +2.2% | +15.3% | -13.1% | -3.6% |
| 6M | +94.9% | -14.7% | +109.6% | +117.7% |
| YTD | +127.0% | -26.4% | +153.4% | +183.3% |
| 1Y | +174.6% | -30.4% | +205.0% | +246.4% |
| All | +174.6% | -28.6% | +203.2% | +246.4% |
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 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