+996.1%
NEM vs ASX
+3,544.9%
-2,548.8%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.6% | -7.8% | -2.0% |
| 7D | +0.3% | +0.8% | -0.5% | -0.2% |
| 30D | +1.1% | -20.4% | +21.6% | +3.0% |
| 3M | +1.3% | -2.1% | +3.4% | +0.8% |
| 6M | -1.4% | +8.2% | -9.6% | -3.5% |
| YTD | +19.4% | +137.3% | -117.9% | +7.7% |
| 1Y | +32.9% | +155.0% | -122.1% | +19.0% |
| 3Y | +267.0% | +397.9% | -130.9% | +204.5% |
| 5Y | +131.0% | +529.2% | -398.2% | +85.3% |
| 10Y | +379.9% | +1,007.5% | -627.6% | +256.4% |
| All | +996.1% | +3,544.9% | -2,548.8% | +631.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling