+913.4%
ASX vs SMTC
+493.3%
+420.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +10.0% | -3.9% | +2.6% |
| 7D | +6.3% | +22.9% | -16.6% | -1.3% |
| 30D | +6.4% | +16.6% | -10.2% | -0.2% |
| 3M | +13.1% | +2.4% | +10.7% | +10.8% |
| 6M | +90.3% | +98.3% | -8.0% | +48.4% |
| YTD | +149.6% | +120.7% | +28.9% | +87.5% |
| 1Y | +249.2% | +168.3% | +80.9% | +142.9% |
| 3Y | +445.9% | +571.7% | -125.8% | +130.0% |
| 5Y | +477.7% | +114.0% | +363.7% | +266.0% |
| 10Y | +913.4% | +497.0% | +416.4% | +371.0% |
| All | +913.4% | +493.3% | +420.1% | +371.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling