+3,552.3%
ASX vs NI
+1,118.3%
+2,434.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.5% |
| 7D | -0.7% | +2.0% | -2.7% | -1.5% |
| 30D | +2.0% | -3.5% | +5.5% | +3.4% |
| 3M | -1.3% | -9.1% | +7.8% | +2.2% |
| 6M | +71.4% | -11.8% | +83.3% | +79.4% |
| YTD | +135.3% | +1.1% | +134.2% | +133.1% |
| 1Y | +267.5% | +6.7% | +260.8% | +255.1% |
| 3Y | +388.5% | +71.1% | +317.4% | +282.9% |
| 5Y | +417.1% | +94.3% | +322.8% | +277.5% |
| 10Y | +872.7% | +135.8% | +737.0% | +511.1% |
| All | +3,552.3% | +1,118.3% | +2,434.0% | +789.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling