+5.0%
SMCI vs ASX
+366.9%
-361.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +1.2% |
| 7D | -6.6% | +12.4% | -19.0% | -15.3% |
| 30D | -24.9% | -19.8% | -5.1% | -12.4% |
| 3M | -31.4% | -10.3% | -21.1% | -28.4% |
| 6M | -16.0% | +1.2% | -17.3% | -24.2% |
| YTD | -8.2% | +123.0% | -131.2% | -62.6% |
| 1Y | -23.4% | +145.4% | -168.9% | -71.8% |
| 3Y | +5.0% | +368.6% | -363.6% | -85.3% |
| All | +5.0% | +366.9% | -361.9% | -85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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