+133.0%
ASX vs NVT
-0.2%
+133.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.7% | +5.0% | +4.7% |
| 7D | -9.1% | -13.0% | +3.8% | +1.5% |
| 30D | -23.6% | -32.7% | +9.1% | +4.6% |
| 3M | -5.6% | -30.6% | +25.0% | +25.4% |
| 6M | +4.7% | -33.6% | +38.3% | +45.0% |
| YTD | +122.6% | +11.0% | +111.6% | +133.2% |
| 1Y | +133.0% | +0.8% | +132.2% | +155.8% |
| All | +133.0% | -0.2% | +133.3% | +155.8% |
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