+325.3%
ASX vs NDAQ
+122.6%
+202.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.2% | +6.4% |
| 7D | -19.9% | +0.8% | -20.8% | -19.9% |
| 30D | -30.9% | +16.5% | -47.4% | -33.7% |
| 3M | -15.1% | +13.5% | -28.6% | -18.0% |
| 6M | -6.5% | +20.9% | -27.4% | -12.3% |
| YTD | +98.4% | +11.4% | +87.0% | +92.9% |
| 1Y | +107.9% | +25.9% | +81.9% | +87.9% |
| 3Y | +325.3% | +119.9% | +205.4% | +148.4% |
| All | +325.3% | +122.6% | +202.7% | +148.4% |
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