+1,085.1%
NEM vs ASX
+3,515.0%
-2,429.9%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +0.3% | -0.7% | +1.0% | +0.4% |
| 30D | +23.1% | +2.0% | +21.1% | +22.8% |
| 3M | +18.5% | -1.3% | +19.8% | +18.1% |
| 6M | +7.8% | +71.4% | -63.7% | +1.2% |
| YTD | +29.1% | +135.3% | -106.2% | +17.4% |
| 1Y | +72.7% | +267.5% | -194.8% | +50.0% |
| 3Y | +248.7% | +388.5% | -139.7% | +192.0% |
| 5Y | +148.7% | +417.1% | -268.4% | +104.3% |
| 10Y | +304.8% | +872.7% | -568.0% | +206.1% |
| All | +1,085.1% | +3,515.0% | -2,429.9% | +697.5% |
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 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