+5,132.2%
ASX vs NDAQ
+2,593.6%
+2,538.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.2% | +6.3% |
| 7D | -19.9% | +0.8% | -20.8% | -20.0% |
| 30D | -30.9% | +16.5% | -47.4% | -34.3% |
| 3M | -15.1% | +13.5% | -28.6% | -18.7% |
| 6M | -6.5% | +20.9% | -27.4% | -13.1% |
| YTD | +98.4% | +11.4% | +87.0% | +88.3% |
| 1Y | +107.9% | +25.9% | +81.9% | +89.5% |
| 3Y | +325.3% | +119.9% | +205.4% | +223.7% |
| 5Y | +447.3% | +61.7% | +385.6% | +356.5% |
| 10Y | +763.2% | +481.6% | +281.6% | +394.7% |
| All | +5,132.2% | +2,593.6% | +2,538.6% | +2,046.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling