+322.4%
NET vs ASX
+403.1%
-80.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.9% | +1.4% | -1.1% |
| 7D | -16.4% | -14.6% | -1.8% | -11.4% |
| 30D | -25.8% | -21.1% | -4.8% | -19.4% |
| 3M | -11.5% | -3.1% | -8.5% | -11.1% |
| 6M | +18.9% | +17.4% | +1.5% | +4.5% |
| YTD | +35.2% | +135.3% | -100.1% | -17.6% |
| 1Y | +14.5% | +146.5% | -132.0% | -32.0% |
| All | +322.4% | +403.1% | -80.7% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling