+267.5%
ASX vs SMTC
+154.8%
+112.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.2% | -9.0% | -3.9% |
| 7D | -0.7% | +12.7% | -13.5% | -6.2% |
| 30D | +2.0% | +22.0% | -20.0% | -8.8% |
| 3M | -1.3% | -12.7% | +11.3% | +1.8% |
| 6M | +71.4% | +64.8% | +6.7% | +41.8% |
| YTD | +135.3% | +100.7% | +34.6% | +85.8% |
| 1Y | +267.5% | +146.9% | +120.6% | +186.7% |
| All | +267.5% | +154.8% | +112.7% | +186.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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