+256.3%
ASX vs NVT
+66.6%
+189.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.1% | -1.1% | -1.6% |
| 7D | +6.5% | +2.0% | +4.5% | +4.7% |
| 30D | +3.1% | -7.2% | +10.3% | +9.2% |
| 3M | +17.4% | -0.9% | +18.3% | +19.6% |
| 6M | +85.4% | +42.6% | +42.9% | +52.7% |
| YTD | +150.1% | +52.9% | +97.2% | +96.3% |
| 1Y | +256.3% | +64.5% | +191.8% | +161.3% |
| All | +256.3% | +66.6% | +189.7% | +161.3% |
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