+153.1%
NEM vs ASX
+464.2%
-311.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.6% | -5.1% | +1.9% |
| 7D | +14.7% | -12.3% | +27.0% | +16.8% |
| 30D | +6.2% | -26.0% | +32.2% | +11.5% |
| 3M | +11.0% | -8.1% | +19.1% | +11.2% |
| 6M | +7.9% | +1.4% | +6.5% | +4.6% |
| YTD | +26.2% | +115.6% | -89.4% | +6.5% |
| 1Y | +51.5% | +128.0% | -76.5% | +26.6% |
| 3Y | +290.6% | +371.4% | -80.8% | +185.8% |
| 5Y | +153.1% | +469.4% | -316.3% | +69.5% |
| All | +153.1% | +464.2% | -311.1% | +69.5% |
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