+378.4%
ASX vs SMTC
+732.3%
-354.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.6% | +0.6% | -2.4% |
| 7D | +22.1% | +30.5% | -8.4% | +11.0% |
| 30D | -23.8% | -30.9% | +7.1% | -13.5% |
| 3M | -7.6% | -14.7% | +7.1% | -3.6% |
| 6M | +6.9% | -9.6% | +16.5% | +10.1% |
| YTD | +127.7% | +62.1% | +65.6% | +99.4% |
| 1Y | +144.5% | +66.6% | +77.9% | +112.0% |
| All | +378.4% | +732.3% | -354.0% | +155.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling