+240.5%
SMH vs ASX
+497.4%
-257.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.0% | -2.9% |
| 7D | -6.7% | -9.1% | +2.4% | -1.8% |
| 30D | -19.8% | -23.6% | +3.7% | -6.2% |
| 3M | -15.1% | -5.6% | -9.5% | -14.8% |
| 6M | -14.6% | +4.7% | -19.3% | -22.9% |
| YTD | +34.3% | +122.6% | -88.3% | -30.6% |
| 1Y | +35.2% | +133.0% | -97.8% | -32.5% |
| 3Y | +211.7% | +367.1% | -155.4% | -12.1% |
| 5Y | +240.5% | +504.7% | -264.3% | -23.1% |
| All | +240.5% | +497.4% | -257.0% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling