+673.5%
NBIS vs ASX
+286.5%
+387.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +6.6% | +8.8% | +9.4% |
| 7D | +9.3% | +0.8% | +8.5% | +7.6% |
| 30D | -26.4% | -20.4% | -5.9% | -10.1% |
| 3M | -19.9% | -2.1% | -17.8% | -19.4% |
| 6M | -16.9% | +8.2% | -25.1% | -24.4% |
| YTD | +84.8% | +137.3% | -52.5% | -24.2% |
| 1Y | +51.3% | +155.0% | -103.7% | -42.4% |
| All | +673.5% | +286.5% | +387.0% | +95.7% |
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