+415.3%
ASX vs SMTC
+13.5%
+401.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +12.7% | -6.3% | +1.8% |
| 7D | -19.9% | -19.0% | -0.9% | -13.4% |
| 30D | -30.9% | -46.7% | +15.9% | -13.6% |
| 3M | -15.1% | -23.4% | +8.3% | -7.7% |
| 6M | -6.5% | -13.4% | +6.9% | -2.0% |
| YTD | +98.4% | +40.1% | +58.4% | +77.6% |
| 1Y | +107.9% | +47.7% | +60.2% | +82.3% |
| 3Y | +325.3% | +606.9% | -281.6% | +82.0% |
| All | +415.3% | +13.5% | +401.9% | +429.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling