+842.6%
ASX vs NWSA
+159.6%
+683.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.7% | +7.9% | +8.3% |
| 7D | -12.3% | -10.5% | -1.8% | -7.4% |
| 30D | -26.0% | -8.8% | -17.2% | -22.7% |
| 3M | -8.1% | -6.5% | -1.6% | -5.4% |
| 6M | +1.4% | -1.3% | +2.7% | +0.4% |
| YTD | +115.6% | +2.5% | +113.1% | +108.4% |
| 1Y | +128.0% | +0.2% | +127.8% | +122.6% |
| 3Y | +371.4% | +27.6% | +343.8% | +310.0% |
| 5Y | +469.4% | +17.0% | +452.4% | +401.8% |
| 10Y | +842.6% | +148.3% | +694.3% | +500.2% |
| All | +842.6% | +159.6% | +683.0% | +500.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling