+1,040.6%
NBIS vs ASX
+307.3%
+733.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -3.3% | -1.8% | -2.1% |
| 7D | +8.3% | +6.5% | +1.8% | +2.2% |
| 30D | +18.1% | +3.1% | +14.9% | +15.0% |
| 3M | +7.8% | +17.4% | -9.6% | -5.2% |
| 6M | +136.6% | +85.4% | +51.1% | +30.5% |
| YTD | +172.5% | +150.1% | +22.4% | +8.3% |
| 1Y | +144.3% | +256.3% | -112.0% | -34.1% |
| All | +1,040.6% | +307.3% | +733.2% | +179.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling