+3,245.6%
ASX vs NI
+1,235.3%
+2,010.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.1% | +6.6% | +7.8% |
| 7D | -12.3% | +0.4% | -12.7% | -12.3% |
| 30D | -26.0% | +11.3% | -37.3% | -29.1% |
| 3M | -8.1% | +6.5% | -14.6% | -10.4% |
| 6M | +1.4% | -2.3% | +3.6% | +2.0% |
| YTD | +115.6% | +10.8% | +104.8% | +105.9% |
| 1Y | +128.0% | +6.2% | +121.8% | +121.3% |
| 3Y | +371.4% | +98.7% | +272.7% | +249.0% |
| 5Y | +469.4% | +111.3% | +358.1% | +302.7% |
| 10Y | +842.6% | +178.1% | +664.6% | +452.3% |
| All | +3,245.6% | +1,235.3% | +2,010.3% | +685.3% |
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