+1,475.7%
SMH vs ASX
+962.9%
+512.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -0.9% | -1.8% |
| 7D | +4.9% | +12.4% | -7.5% | -2.2% |
| 30D | -13.8% | -19.8% | +6.0% | -3.6% |
| 3M | -17.4% | -10.3% | -7.1% | -14.2% |
| 6M | -15.0% | +1.2% | -16.2% | -19.5% |
| YTD | +35.2% | +123.0% | -87.9% | -20.6% |
| 1Y | +41.6% | +145.4% | -103.8% | -21.4% |
| 3Y | +215.6% | +368.6% | -153.0% | +17.7% |
| 5Y | +233.2% | +486.0% | -252.8% | +8.5% |
| All | +1,475.7% | +962.9% | +512.7% | +247.0% |
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