+887.2%
ASX vs NI
+181.4%
+705.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.7% | +3.1% |
| 7D | -9.1% | +1.5% | -10.6% | -9.4% |
| 30D | -23.6% | +11.9% | -35.4% | -25.8% |
| 3M | -5.6% | +9.1% | -14.7% | -7.7% |
| 6M | +4.7% | -1.8% | +6.4% | +5.0% |
| YTD | +122.6% | +11.4% | +111.2% | +115.6% |
| 1Y | +133.0% | +6.4% | +126.6% | +128.4% |
| 3Y | +367.1% | +98.2% | +268.9% | +281.9% |
| 5Y | +504.7% | +110.1% | +394.7% | +381.3% |
| 10Y | +887.2% | +189.0% | +698.2% | +646.4% |
| All | +887.2% | +181.4% | +705.8% | +646.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling