+267.5%
ASX vs NVT
+73.8%
+193.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.4% | -1.8% |
| 7D | -0.7% | +5.1% | -5.8% | -4.7% |
| 30D | +2.0% | -3.7% | +5.7% | +4.8% |
| 3M | -1.3% | -10.1% | +8.8% | +7.3% |
| 6M | +71.4% | +37.5% | +34.0% | +44.7% |
| YTD | +135.3% | +53.7% | +81.6% | +84.9% |
| 1Y | +267.5% | +70.9% | +196.6% | +172.1% |
| All | +267.5% | +73.8% | +193.7% | +172.1% |
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