+963.7%
ASX vs NRG
+1,065.0%
-101.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | 0.0% | -2.2% |
| 7D | +6.5% | -0.2% | +6.7% | +6.4% |
| 30D | +3.1% | -6.8% | +9.9% | +5.2% |
| 3M | +17.4% | -7.1% | +24.5% | +19.3% |
| 6M | +85.4% | -27.6% | +113.0% | +102.6% |
| YTD | +150.1% | -29.2% | +179.3% | +174.6% |
| 1Y | +256.3% | -29.9% | +286.2% | +291.8% |
| 3Y | +446.9% | +198.7% | +248.2% | +289.2% |
| 5Y | +447.1% | +192.9% | +254.2% | +284.5% |
| All | +963.7% | +1,065.0% | -101.4% | +511.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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