+125.7%
ASX vs NDAQ
+26.1%
+99.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.3% | +7.3% | +8.7% |
| 7D | -12.3% | -0.1% | -12.2% | -12.3% |
| 30D | -26.0% | +15.9% | -41.9% | -24.4% |
| 3M | -8.1% | +15.1% | -23.2% | -6.2% |
| 6M | +1.4% | +22.9% | -21.5% | +4.1% |
| YTD | +115.6% | +12.8% | +102.7% | +126.7% |
| All | +125.7% | +26.1% | +99.6% | +128.0% |
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