+432.3%
ASX vs SMTC
+91.8%
+340.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +9.2% | -9.0% | -3.0% |
| 7D | -0.7% | +12.7% | -13.5% | -4.9% |
| 30D | +2.0% | +22.0% | -20.0% | -6.0% |
| 3M | -1.3% | -12.7% | +11.3% | +2.0% |
| 6M | +71.4% | +64.8% | +6.7% | +43.8% |
| YTD | +135.3% | +100.7% | +34.6% | +85.5% |
| 1Y | +267.5% | +146.9% | +120.6% | +168.8% |
| 3Y | +388.5% | +456.8% | -68.3% | +129.8% |
| All | +432.3% | +91.8% | +340.5% | +325.1% |
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