+249.2%
ASX vs NWSA
+2.1%
+247.1%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +5.5% |
| 7D | +6.3% | -2.6% | +8.9% | +5.4% |
| 30D | +6.4% | +4.6% | +1.9% | +8.2% |
| 3M | +13.1% | +10.2% | +2.9% | +18.6% |
| 6M | +90.3% | +21.6% | +68.7% | +97.9% |
| YTD | +149.6% | +14.6% | +135.0% | +159.8% |
| 1Y | +249.2% | +0.4% | +248.8% | +261.2% |
| All | +249.2% | +2.1% | +247.1% | +261.2% |
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 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