+1,007.5%
ASX vs NDAQ
+475.0%
+532.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.8% |
| 7D | +0.8% | 0.0% | +0.8% | +1.2% |
| 30D | -20.4% | +16.3% | -36.8% | -26.6% |
| 3M | -2.1% | +15.8% | -18.0% | -9.7% |
| 6M | +8.2% | +24.8% | -16.6% | -5.6% |
| YTD | +137.3% | +14.1% | +123.2% | +115.4% |
| 1Y | +155.0% | +26.5% | +128.5% | +117.5% |
| 3Y | +397.9% | +119.1% | +278.8% | +201.2% |
| 5Y | +529.2% | +70.9% | +458.3% | +332.4% |
| 10Y | +1,007.5% | +479.7% | +527.8% | +306.1% |
| All | +1,007.5% | +475.0% | +532.5% | +306.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling