+249.2%
ASX vs SMTC
+166.5%
+82.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +10.0% | -3.9% | +1.6% |
| 7D | +6.3% | +22.9% | -16.6% | -3.5% |
| 30D | +6.4% | +16.6% | -10.2% | -2.2% |
| 3M | +13.1% | +2.4% | +10.7% | +8.9% |
| 6M | +90.3% | +98.3% | -8.0% | +46.4% |
| YTD | +149.6% | +120.7% | +28.9% | +88.3% |
| 1Y | +249.2% | +168.3% | +80.9% | +160.4% |
| All | +249.2% | +166.5% | +82.7% | +160.4% |
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