+1,618.0%
SMH vs ASX
+3,544.9%
-1,926.9%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +6.6% | -1.8% | +2.2% |
| 7D | +0.5% | +0.8% | -0.3% | -0.3% |
| 30D | -14.2% | -20.4% | +6.2% | -6.8% |
| 3M | -11.5% | -2.1% | -9.4% | -11.7% |
| 6M | -12.0% | +8.2% | -20.3% | -16.3% |
| YTD | +40.8% | +137.3% | -96.5% | -1.6% |
| 1Y | +44.9% | +155.0% | -110.1% | -1.4% |
| 3Y | +226.7% | +397.9% | -171.2% | +72.6% |
| 5Y | +250.6% | +529.2% | -278.7% | +71.1% |
| 10Y | +1,523.4% | +1,007.5% | +515.9% | +527.7% |
| All | +1,618.0% | +3,544.9% | -1,926.9% | +172.5% |
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