+146.5%
ASX vs NWSA
+18.2%
+128.3%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +3.7% | -7.7% | -2.2% |
| 7D | -14.6% | +4.3% | -18.9% | -12.8% |
| 30D | -21.1% | +5.6% | -26.6% | -19.0% |
| 3M | -3.1% | +7.3% | -10.3% | +0.6% |
| 6M | +17.4% | +18.8% | -1.5% | +26.1% |
| YTD | +135.3% | +17.9% | +117.4% | +151.1% |
| 1Y | +146.5% | +19.3% | +127.2% | +162.3% |
| All | +146.5% | +18.2% | +128.3% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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