+1,821.5%
SMH vs ASX
+3,515.0%
-1,693.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.5% |
| 7D | +2.5% | -0.7% | +3.2% | +2.8% |
| 30D | -0.5% | +2.0% | -2.5% | -1.4% |
| 3M | -9.6% | -1.3% | -8.3% | -9.6% |
| 6M | +42.1% | +71.4% | -29.4% | +14.2% |
| YTD | +57.4% | +135.3% | -77.9% | +11.6% |
| 1Y | +96.2% | +267.5% | -171.3% | +16.5% |
| 3Y | +267.9% | +388.5% | -120.6% | +97.8% |
| 5Y | +327.7% | +417.1% | -89.4% | +124.8% |
| 10Y | +1,764.6% | +872.7% | +891.9% | +658.3% |
| All | +1,821.5% | +3,515.0% | -1,693.5% | +208.9% |
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