+748.4%
ASX vs NDAQ
+475.8%
+272.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.2% | +6.3% |
| 7D | -19.9% | +0.8% | -20.8% | -20.1% |
| 30D | -30.9% | +16.5% | -47.4% | -36.3% |
| 3M | -15.1% | +13.5% | -28.6% | -20.9% |
| 6M | -6.5% | +20.9% | -27.4% | -17.1% |
| YTD | +98.4% | +11.4% | +87.0% | +82.3% |
| 1Y | +107.9% | +25.9% | +81.9% | +77.3% |
| 3Y | +325.3% | +119.9% | +205.4% | +156.3% |
| 5Y | +447.3% | +61.7% | +385.6% | +287.8% |
| All | +748.4% | +475.8% | +272.6% | +214.1% |
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