+339.4%
SMH vs ASX
+472.4%
-133.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +6.1% | -4.9% | -2.9% |
| 7D | +5.2% | +6.3% | -1.1% | +0.8% |
| 30D | -1.5% | +6.4% | -8.0% | -6.0% |
| 3M | -4.1% | +13.1% | -17.2% | -13.9% |
| 6M | +50.8% | +90.3% | -39.5% | -7.6% |
| YTD | +59.3% | +149.6% | -90.3% | -20.5% |
| 1Y | +94.1% | +249.2% | -155.1% | -25.0% |
| 3Y | +286.7% | +445.9% | -159.2% | +4.1% |
| 5Y | +339.4% | +477.7% | -138.3% | +5.0% |
| All | +339.4% | +472.4% | -133.0% | +5.0% |
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 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