+1,101.8%
NBIS vs ASX
+321.0%
+780.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.5% | -5.0% | -4.7% |
| 7D | +17.8% | +11.1% | +6.7% | +6.8% |
| 30D | +30.5% | +9.6% | +20.9% | +20.3% |
| 3M | +9.2% | +18.6% | -9.4% | -5.0% |
| 6M | +153.2% | +92.1% | +61.0% | +35.1% |
| YTD | +187.1% | +158.5% | +28.7% | +10.6% |
| 1Y | +151.1% | +271.9% | -120.8% | -35.1% |
| All | +1,101.8% | +321.0% | +780.8% | +185.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling