+445.9%
ASX vs NTR
+42.0%
+403.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.5% | +4.6% | +5.8% |
| 7D | +6.3% | +3.8% | +2.5% | +5.7% |
| 30D | +6.4% | +25.2% | -18.8% | +2.6% |
| 3M | +13.1% | +21.0% | -7.9% | +9.3% |
| 6M | +90.3% | +7.6% | +82.7% | +87.0% |
| YTD | +149.6% | +32.9% | +116.8% | +132.0% |
| 1Y | +249.2% | +43.1% | +206.1% | +216.4% |
| 3Y | +445.9% | +41.6% | +404.3% | +383.4% |
| All | +445.9% | +42.0% | +403.9% | +383.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling