+271.9%
ASX vs NI
+6.3%
+265.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.6% |
| 7D | +11.1% | +1.3% | +9.8% | +10.9% |
| 30D | +9.6% | -0.3% | +9.9% | +9.7% |
| 3M | +18.6% | -9.5% | +28.1% | +19.0% |
| 6M | +92.1% | -10.2% | +102.4% | +92.4% |
| YTD | +158.5% | +1.8% | +156.7% | +158.0% |
| 1Y | +271.9% | +5.7% | +266.2% | +274.1% |
| All | +271.9% | +6.3% | +265.6% | +274.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling