+107.9%
ASX vs SMTC
+50.9%
+56.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +12.7% | -6.3% | -0.2% |
| 7D | -19.9% | -19.0% | -0.9% | -10.9% |
| 30D | -30.9% | -46.7% | +15.9% | -6.4% |
| 3M | -15.1% | -23.4% | +8.3% | -5.9% |
| 6M | -6.5% | -13.4% | +6.9% | -0.3% |
| YTD | +98.4% | +40.1% | +58.4% | +77.4% |
| 1Y | +107.9% | +47.7% | +60.2% | +82.9% |
| All | +107.9% | +50.9% | +56.9% | +82.9% |
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