+486.8%
ASX vs SMTC
+26.3%
+460.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.1% | +2.0% | -0.5% |
| 7D | +12.4% | +11.0% | +1.4% | +8.1% |
| 30D | -19.8% | -28.5% | +8.7% | -9.4% |
| 3M | -10.3% | -14.2% | +3.9% | -6.3% |
| 6M | +1.2% | -18.0% | +19.2% | +7.4% |
| YTD | +123.0% | +55.5% | +67.5% | +92.1% |
| 1Y | +145.4% | +69.5% | +75.9% | +105.2% |
| 3Y | +368.6% | +699.7% | -331.0% | +92.2% |
| All | +486.8% | +26.3% | +460.5% | +474.5% |
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