+394.7%
ASX vs NXT
+246.1%
+148.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +5.3% | +1.1% | +5.1% |
| 7D | -19.9% | +32.2% | -52.2% | -25.2% |
| 30D | -30.9% | +21.9% | -52.8% | -34.1% |
| 3M | -15.1% | +6.6% | -21.7% | -16.6% |
| 6M | -6.5% | -16.8% | +10.3% | -3.5% |
| YTD | +98.4% | +20.4% | +78.0% | +90.3% |
| 1Y | +107.9% | -1.5% | +109.4% | +105.6% |
| 3Y | +325.3% | +182.4% | +142.9% | +245.7% |
| All | +394.7% | +246.1% | +148.6% | +302.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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