+153.4%
NEM vs ASX
+472.4%
-319.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.1% | -6.9% | -2.0% |
| 7D | +3.9% | +6.3% | -2.5% | +2.6% |
| 30D | +12.7% | +6.4% | +6.3% | +11.2% |
| 3M | +28.7% | +13.1% | +15.5% | +24.2% |
| 6M | +9.8% | +90.3% | -80.5% | -3.8% |
| YTD | +28.1% | +149.6% | -121.5% | +7.5% |
| 1Y | +69.3% | +249.2% | -179.8% | +34.6% |
| 3Y | +247.7% | +445.9% | -198.2% | +155.6% |
| 5Y | +153.4% | +477.7% | -324.4% | +70.8% |
| All | +153.4% | +472.4% | -319.1% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling