+709.3%
ASX vs NTR
+81.1%
+628.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.0% |
| 7D | +12.4% | -0.3% | +12.7% | +12.5% |
| 30D | -19.8% | +2.0% | -21.8% | -20.5% |
| 3M | -10.3% | +6.4% | -16.7% | -12.6% |
| 6M | +1.2% | +1.6% | -0.4% | -0.4% |
| YTD | +123.0% | +18.2% | +104.8% | +105.5% |
| 1Y | +145.4% | +23.9% | +121.5% | +121.9% |
| 3Y | +368.6% | +44.7% | +324.0% | +291.9% |
| 5Y | +486.0% | +21.3% | +464.7% | +380.8% |
| All | +709.3% | +81.1% | +628.2% | +407.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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