+249.2%
ASX vs NDAQ
+2.6%
+246.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +5.9% |
| 7D | +6.3% | -2.6% | +8.9% | +6.1% |
| 30D | +6.4% | +0.5% | +5.9% | +6.5% |
| 3M | +13.1% | +9.9% | +3.2% | +14.1% |
| 6M | +90.3% | +8.2% | +82.1% | +90.5% |
| YTD | +149.6% | -1.5% | +151.1% | +154.3% |
| 1Y | +249.2% | +1.3% | +247.9% | +254.5% |
| All | +249.2% | +2.6% | +246.6% | +254.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling