+344.1%
NEM vs ASX
+962.9%
-618.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.0% | +2.5% | +0.8% |
| 7D | -6.4% | +12.4% | -18.8% | -8.4% |
| 30D | +1.4% | -19.8% | +21.2% | +4.3% |
| 3M | -0.7% | -10.3% | +9.6% | -0.1% |
| 6M | -4.5% | +1.2% | -5.7% | -6.9% |
| YTD | +14.0% | +123.0% | -109.0% | -2.4% |
| 1Y | +27.3% | +145.4% | -118.2% | +7.2% |
| 3Y | +250.5% | +368.6% | -118.1% | +163.1% |
| 5Y | +121.1% | +486.0% | -365.0% | +57.4% |
| All | +344.1% | +962.9% | -618.8% | +145.3% |
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 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