+145.4%
ASX vs NWSA
+2.3%
+143.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.7% | -4.7% | -1.9% |
| 7D | +12.4% | +2.2% | +10.2% | +12.5% |
| 30D | -19.8% | -8.8% | -11.0% | -19.0% |
| 3M | -10.3% | -6.5% | -3.8% | -8.0% |
| 6M | +1.2% | +1.5% | -0.3% | +9.1% |
| YTD | +123.0% | +4.0% | +119.0% | +137.3% |
| 1Y | +145.4% | +3.4% | +142.0% | +161.4% |
| All | +145.4% | +2.3% | +143.2% | +161.4% |
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 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