+145.4%
ASX vs NSC
+16.6%
+128.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.4% | -1.8% |
| 7D | +12.4% | +2.5% | +9.9% | +12.0% |
| 30D | -19.8% | +1.7% | -21.5% | -19.0% |
| 3M | -10.3% | -2.6% | -7.8% | -9.5% |
| 6M | +1.2% | +6.4% | -5.2% | +1.1% |
| YTD | +123.0% | +15.5% | +107.5% | +122.8% |
| 1Y | +145.4% | +17.6% | +127.8% | +145.0% |
| All | +145.4% | +16.6% | +128.9% | +145.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling