+571.7%
SMTC vs TRMB
+13.0%
+558.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.2% | +11.1% | +10.8% |
| 7D | +22.9% | -0.3% | +23.2% | +23.0% |
| 30D | +16.6% | -1.2% | +17.9% | +16.3% |
| 3M | +2.4% | +9.6% | -7.2% | -8.3% |
| 6M | +98.3% | -16.1% | +114.4% | +123.4% |
| YTD | +120.7% | -25.0% | +145.7% | +173.8% |
| 1Y | +168.3% | -27.7% | +196.0% | +244.2% |
| 3Y | +571.7% | +15.3% | +556.4% | +473.8% |
| All | +571.7% | +13.0% | +558.7% | +473.8% |
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