+1,055.1%
ASX vs NWSA
+146.9%
+908.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.8% | +5.8% | +6.3% |
| 7D | +0.8% | -12.2% | +13.0% | +7.3% |
| 30D | -20.4% | -8.7% | -11.7% | -16.9% |
| 3M | -2.1% | -6.0% | +3.8% | +0.5% |
| 6M | +8.2% | -0.3% | +8.5% | +6.8% |
| YTD | +137.3% | +3.5% | +133.8% | +128.5% |
| 1Y | +155.0% | +0.8% | +154.3% | +148.4% |
| 3Y | +397.9% | +31.1% | +366.8% | +328.1% |
| 5Y | +529.2% | +18.8% | +510.5% | +451.0% |
| All | +1,055.1% | +146.9% | +908.2% | +617.4% |
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