+28.0%
NBIS vs ASX
+144.4%
-116.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.9% | -2.7% | -3.3% |
| 7D | -22.4% | -14.6% | -7.8% | -11.0% |
| 30D | -39.1% | -21.1% | -18.1% | -25.5% |
| 3M | -37.3% | -3.1% | -34.2% | -35.9% |
| 6M | -19.8% | +17.4% | -37.2% | -28.4% |
| YTD | +69.1% | +135.3% | -66.3% | -27.7% |
| 1Y | +28.0% | +146.5% | -118.5% | -48.6% |
| All | +28.0% | +144.4% | -116.4% | -48.6% |
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