+452.1%
ASX vs NRG
+203.5%
+248.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.6% |
| 7D | +5.2% | -4.7% | +9.9% | +7.1% |
| 30D | +0.5% | -6.0% | +6.5% | +2.5% |
| 3M | +8.3% | -8.0% | +16.3% | +10.7% |
| 6M | +82.0% | -23.2% | +105.2% | +98.1% |
| YTD | +147.6% | -28.1% | +175.7% | +175.7% |
| 1Y | +258.8% | -27.3% | +286.1% | +297.0% |
| 3Y | +452.1% | +208.7% | +243.4% | +240.9% |
| All | +452.1% | +203.5% | +248.6% | +240.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling