+767.7%
ASX vs NSC
+308.0%
+459.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -2.4% | +8.9% | +7.5% |
| 7D | -19.9% | -6.2% | -13.7% | -17.4% |
| 30D | -30.9% | +2.6% | -33.5% | -31.6% |
| 3M | -15.1% | -5.8% | -9.3% | -12.9% |
| 6M | -6.5% | +2.1% | -8.6% | -8.0% |
| YTD | +98.4% | +12.7% | +85.7% | +86.0% |
| 1Y | +107.9% | +15.9% | +92.0% | +92.2% |
| 3Y | +325.3% | +74.0% | +251.2% | +216.7% |
| 5Y | +447.3% | +25.2% | +422.1% | +369.8% |
| All | +767.7% | +308.0% | +459.7% | +454.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 NSC 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