+826.7%
ASX vs NVT
+498.9%
+327.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.8% | +2.8% | +4.5% |
| 7D | +0.8% | +3.5% | -2.6% | 0.0% |
| 30D | -20.4% | -28.2% | +7.7% | -3.9% |
| 3M | -2.1% | -30.1% | +27.9% | +19.4% |
| 6M | +8.2% | -32.5% | +40.7% | +36.3% |
| YTD | +137.3% | +15.2% | +122.1% | +128.4% |
| 1Y | +155.0% | +7.2% | +147.8% | +153.5% |
| 3Y | +397.9% | +134.2% | +263.7% | +234.8% |
| 5Y | +529.2% | +238.3% | +290.9% | +254.7% |
| All | +826.7% | +498.9% | +327.8% | +287.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling