+913.4%
ASX vs NSC
+326.8%
+586.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.5% | +6.5% | +6.3% |
| 7D | +6.3% | -1.5% | +7.8% | +7.0% |
| 30D | +6.4% | -1.9% | +8.3% | +7.2% |
| 3M | +13.1% | +6.2% | +6.9% | +9.7% |
| 6M | +90.3% | +9.2% | +81.1% | +81.3% |
| YTD | +149.6% | +15.0% | +134.6% | +131.8% |
| 1Y | +249.2% | +21.1% | +228.1% | +216.4% |
| 3Y | +445.9% | +78.6% | +367.3% | +302.0% |
| 5Y | +477.7% | +45.9% | +431.8% | +362.1% |
| 10Y | +913.4% | +326.9% | +586.5% | +475.3% |
| All | +913.4% | +326.8% | +586.6% | +475.3% |
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