+486.8%
ASX vs NDAQ
+66.7%
+420.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.9% | -2.0% |
| 7D | +12.4% | +1.3% | +11.1% | +11.9% |
| 30D | -19.8% | +18.0% | -37.8% | -25.5% |
| 3M | -10.3% | +11.5% | -21.8% | -14.6% |
| 6M | +1.2% | +21.1% | -19.8% | -8.4% |
| YTD | +123.0% | +12.8% | +110.2% | +108.1% |
| 1Y | +145.4% | +25.7% | +119.7% | +114.4% |
| 3Y | +368.6% | +116.8% | +251.8% | +187.4% |
| All | +486.8% | +66.7% | +420.1% | +302.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling