+1,058.0%
NEM vs ASX
+3,211.4%
-2,153.4%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.6% | -5.1% | +2.6% |
| 7D | +14.7% | -12.3% | +27.0% | +15.9% |
| 30D | +6.2% | -26.0% | +32.2% | +9.1% |
| 3M | +11.0% | -8.1% | +19.1% | +11.2% |
| 6M | +7.9% | +1.4% | +6.5% | +6.4% |
| YTD | +26.2% | +115.6% | -89.4% | +15.0% |
| 1Y | +51.5% | +128.0% | -76.5% | +37.3% |
| 3Y | +290.6% | +371.4% | -80.8% | +226.4% |
| 5Y | +153.1% | +469.4% | -316.3% | +105.3% |
| 10Y | +332.4% | +842.6% | -510.2% | +226.4% |
| All | +1,058.0% | +3,211.4% | -2,153.4% | +681.4% |
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