+392.6%
ASX vs NDAQ
+94.9%
+297.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +0.8% |
| 7D | -0.7% | -2.4% | +1.7% | 0.0% |
| 30D | +2.0% | +2.5% | -0.5% | +1.2% |
| 3M | -1.3% | +9.9% | -11.3% | -4.8% |
| 6M | +71.4% | +9.4% | +62.0% | +64.5% |
| YTD | +135.3% | +0.4% | +134.9% | +134.9% |
| 1Y | +267.5% | +4.0% | +263.4% | +259.0% |
| All | +392.6% | +94.9% | +297.7% | +233.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling