+445.9%
ASX vs NI
+71.0%
+374.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.2% | +4.8% | +5.9% |
| 7D | +6.3% | +2.3% | +4.0% | +5.9% |
| 30D | +6.4% | -1.7% | +8.1% | +6.7% |
| 3M | +13.1% | -8.0% | +21.2% | +14.3% |
| 6M | +90.3% | -8.6% | +98.9% | +92.1% |
| YTD | +149.6% | +2.3% | +147.3% | +147.6% |
| 1Y | +249.2% | +6.9% | +242.2% | +243.2% |
| 3Y | +445.9% | +70.6% | +375.3% | +402.2% |
| All | +445.9% | +71.0% | +374.9% | +402.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling