+1,007.5%
ASX vs NSC
+303.9%
+703.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +6.2% |
| 7D | +0.8% | -3.5% | +4.4% | +2.9% |
| 30D | -20.4% | +3.9% | -24.4% | -21.6% |
| 3M | -2.1% | -0.8% | -1.4% | -1.8% |
| 6M | +8.2% | +7.1% | +1.1% | +4.3% |
| YTD | +137.3% | +16.4% | +120.8% | +119.3% |
| 1Y | +155.0% | +16.9% | +138.1% | +135.2% |
| 3Y | +397.9% | +78.4% | +319.6% | +266.9% |
| 5Y | +529.2% | +33.1% | +496.1% | +426.0% |
| 10Y | +1,007.5% | +299.9% | +707.6% | +587.2% |
| All | +1,007.5% | +303.9% | +703.6% | +587.2% |
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