+43.4%
SMH vs ASX
+144.4%
-101.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.9% | +1.2% | -0.5% |
| 7D | -11.2% | -14.6% | +3.4% | -3.0% |
| 30D | -20.4% | -21.1% | +0.6% | -9.7% |
| 3M | -12.4% | -3.1% | -9.3% | -12.4% |
| 6M | -0.5% | +17.4% | -17.9% | -12.7% |
| YTD | +40.0% | +135.3% | -95.3% | -23.6% |
| 1Y | +43.4% | +146.5% | -103.1% | -24.6% |
| All | +43.4% | +144.4% | -101.0% | -24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling