+1,538.9%
SMH vs ASX
+3,319.4%
-1,780.4%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.3% | -4.0% | -2.1% |
| 7D | -6.7% | -9.1% | +2.4% | -3.5% |
| 30D | -19.8% | -23.6% | +3.7% | -11.5% |
| 3M | -15.1% | -5.6% | -9.5% | -14.1% |
| 6M | -14.6% | +4.7% | -19.3% | -17.7% |
| YTD | +34.3% | +122.6% | -88.3% | -3.7% |
| 1Y | +35.2% | +133.0% | -97.8% | -4.7% |
| 3Y | +211.7% | +367.1% | -155.4% | +68.9% |
| 5Y | +240.5% | +504.7% | -264.3% | +69.1% |
| 10Y | +1,487.3% | +887.2% | +600.1% | +539.1% |
| All | +1,538.9% | +3,319.4% | -1,780.4% | +166.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling