+3,560.5%
ASX vs NRG
+1,589.2%
+1,971.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | -1.7% |
| 7D | -0.7% | +7.1% | -7.8% | -2.8% |
| 30D | +2.0% | -1.4% | +3.4% | +2.2% |
| 3M | -1.3% | -10.5% | +9.1% | +1.4% |
| 6M | +71.4% | -26.7% | +98.2% | +86.3% |
| YTD | +135.3% | -24.5% | +159.9% | +152.9% |
| 1Y | +267.5% | -18.6% | +286.0% | +285.3% |
| 3Y | +388.5% | +227.1% | +161.3% | +232.1% |
| 5Y | +417.1% | +198.8% | +218.3% | +253.3% |
| 10Y | +872.7% | +1,122.3% | -249.5% | +315.1% |
| All | +3,560.5% | +1,589.2% | +1,971.3% | +1,275.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling