+445.9%
ASX vs NVT
+193.5%
+252.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.2% | +1.9% | +3.3% |
| 7D | +6.3% | +10.4% | -4.1% | -0.4% |
| 30D | +6.4% | -1.3% | +7.7% | +7.2% |
| 3M | +13.1% | -0.6% | +13.8% | +14.5% |
| 6M | +90.3% | +53.8% | +36.5% | +49.5% |
| YTD | +149.6% | +60.2% | +89.5% | +91.0% |
| 1Y | +249.2% | +76.8% | +172.4% | +151.5% |
| 3Y | +445.9% | +191.2% | +254.7% | +185.4% |
| All | +445.9% | +193.5% | +252.4% | +185.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling