+457.5%
ASX vs NTRS
+165.3%
+292.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.4% | -4.6% | -3.9% |
| 7D | +6.5% | +0.3% | +6.2% | +6.3% |
| 30D | +3.1% | +0.2% | +3.0% | +3.0% |
| 3M | +17.4% | +13.2% | +4.2% | +10.9% |
| 6M | +85.4% | +36.9% | +48.5% | +60.6% |
| YTD | +150.1% | +39.1% | +111.0% | +113.9% |
| 1Y | +256.3% | +50.4% | +205.8% | +193.2% |
| All | +457.5% | +165.3% | +292.2% | +248.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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