+726.2%
ASX vs NTR
+81.1%
+645.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.9% |
| 7D | +22.1% | -1.4% | +23.5% | +22.6% |
| 30D | -23.8% | +2.2% | -26.0% | -24.5% |
| 3M | -7.6% | +6.8% | -14.4% | -10.1% |
| 6M | +6.9% | +0.6% | +6.3% | +5.5% |
| YTD | +127.7% | +18.2% | +109.5% | +109.8% |
| 1Y | +144.5% | +21.3% | +123.2% | +122.7% |
| 3Y | +377.8% | +46.6% | +331.2% | +297.6% |
| 5Y | +498.2% | +21.3% | +476.9% | +390.8% |
| All | +726.2% | +81.1% | +645.1% | +418.2% |
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 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