+248.8%
NBIS vs ASX
+272.9%
-24.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.3% |
| 7D | +8.2% | -0.7% | +8.9% | +8.8% |
| 30D | +3.4% | +2.0% | +1.4% | +2.2% |
| 3M | -12.8% | -1.3% | -11.5% | -10.3% |
| 6M | +131.5% | +71.4% | +60.1% | +81.0% |
| YTD | +170.5% | +135.3% | +35.1% | +86.1% |
| 1Y | +248.8% | +267.5% | -18.7% | +214.3% |
| All | +248.8% | +272.9% | -24.1% | +214.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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