+1,876.8%
SMH vs ASX
+973.8%
+903.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -2.0% |
| 7D | +4.3% | +11.1% | -6.8% | -2.1% |
| 30D | +0.9% | +9.6% | -8.7% | -4.8% |
| 3M | -2.8% | +18.6% | -21.5% | -13.6% |
| 6M | +45.6% | +92.1% | -46.5% | -3.6% |
| YTD | +59.5% | +158.5% | -99.0% | -12.0% |
| 1Y | +93.4% | +271.9% | -178.5% | -14.5% |
| 3Y | +287.1% | +465.2% | -178.1% | +33.0% |
| 5Y | +338.0% | +479.4% | -141.4% | +44.4% |
| 10Y | +1,876.8% | +992.0% | +884.8% | +339.3% |
| All | +1,876.8% | +973.8% | +903.0% | +339.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling