+486.8%
ASX vs NVT
+226.5%
+260.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.6% |
| 7D | +12.4% | +8.0% | +4.4% | +6.8% |
| 30D | -19.8% | -24.8% | +5.0% | -2.3% |
| 3M | -10.3% | -32.4% | +22.1% | +16.6% |
| 6M | +1.2% | -33.5% | +34.7% | +34.6% |
| YTD | +123.0% | +13.2% | +109.8% | +113.6% |
| 1Y | +145.4% | +9.0% | +136.5% | +139.6% |
| 3Y | +368.6% | +129.4% | +239.2% | +175.6% |
| All | +486.8% | +226.5% | +260.3% | +153.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling