+146.5%
ASX vs NVT
+3.0%
+143.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -12.7% | +8.8% | +5.8% |
| 7D | -14.6% | -19.5% | +4.9% | +0.5% |
| 30D | -21.1% | -32.4% | +11.3% | +6.2% |
| 3M | -3.1% | -30.3% | +27.3% | +26.9% |
| 6M | +17.4% | -30.4% | +47.8% | +56.9% |
| YTD | +135.3% | +11.3% | +124.0% | +141.6% |
| 1Y | +146.5% | +3.6% | +142.9% | +164.3% |
| All | +146.5% | +3.0% | +143.5% | +164.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling