+88.9%
SMR vs ASX
+443.1%
-354.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +6.1% | +9.2% | +10.0% |
| 7D | +21.4% | +6.3% | +15.1% | +15.6% |
| 30D | +13.8% | +6.4% | +7.4% | +8.1% |
| 3M | +3.9% | +13.1% | -9.2% | -9.8% |
| 6M | -4.2% | +90.3% | -94.5% | -49.6% |
| YTD | -21.1% | +149.6% | -170.7% | -69.1% |
| 1Y | -67.1% | +249.2% | -316.2% | -90.6% |
| 3Y | +88.9% | +445.9% | -357.0% | -65.6% |
| All | +88.9% | +443.1% | -354.3% | -65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling