+479.4%
ASX vs NTR
+55.5%
+423.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +11.1% | +0.5% | +10.6% | +11.0% |
| 30D | +9.6% | +21.7% | -12.1% | +5.3% |
| 3M | +18.6% | +22.8% | -4.1% | +13.3% |
| 6M | +92.1% | +8.2% | +83.9% | +87.5% |
| YTD | +158.5% | +32.9% | +125.5% | +139.3% |
| 1Y | +271.9% | +45.3% | +226.6% | +235.2% |
| 3Y | +465.2% | +41.7% | +423.6% | +403.1% |
| 5Y | +479.4% | +49.8% | +429.6% | +365.2% |
| All | +479.4% | +55.5% | +423.9% | +365.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling