+754.0%
ASX vs NTR
+100.5%
+653.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.7% |
| 7D | -0.7% | +8.1% | -8.8% | -3.1% |
| 30D | +2.0% | +18.8% | -16.8% | -3.5% |
| 3M | -1.3% | +16.2% | -17.6% | -6.4% |
| 6M | +71.4% | +9.8% | +61.7% | +63.9% |
| YTD | +135.3% | +30.9% | +104.5% | +111.1% |
| 1Y | +267.5% | +41.8% | +225.7% | +218.5% |
| 3Y | +388.5% | +35.8% | +352.7% | +321.0% |
| 5Y | +417.1% | +51.0% | +366.0% | +289.9% |
| All | +754.0% | +100.5% | +653.5% | +421.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling