+85,945.1%
SMTC vs TRMB
+3,381.2%
+82,563.9%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -1.0% | +10.3% | +9.6% |
| 7D | +12.7% | -2.5% | +15.3% | +13.6% |
| 30D | +22.0% | +1.5% | +20.5% | +20.8% |
| 3M | -12.7% | +6.8% | -19.4% | -15.6% |
| 6M | +64.8% | -14.9% | +79.7% | +70.5% |
| YTD | +100.7% | -24.1% | +124.8% | +114.7% |
| 1Y | +146.9% | -25.4% | +172.3% | +165.9% |
| 3Y | +456.8% | +8.0% | +448.8% | +448.3% |
| 5Y | +89.2% | -37.3% | +126.5% | +120.0% |
| 10Y | +426.9% | +116.8% | +310.1% | +338.4% |
| All | +85,945.1% | +3,381.2% | +82,563.9% | +38,587.2% |
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