+521.8%
NOW vs ASX
+999.3%
-477.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +6.6% | -3.4% | +1.4% |
| 7D | -5.6% | +0.8% | -6.4% | -6.4% |
| 30D | -26.8% | -20.4% | -6.3% | -23.3% |
| 3M | -19.4% | -2.1% | -17.3% | -21.4% |
| 6M | +12.3% | +8.2% | +4.1% | +0.8% |
| YTD | -32.9% | +137.3% | -170.2% | -56.2% |
| 1Y | -40.3% | +155.0% | -195.3% | -62.2% |
| 3Y | -19.1% | +397.9% | -417.0% | -62.7% |
| 5Y | -24.4% | +529.2% | -553.6% | -69.0% |
| 10Y | +521.8% | +1,007.5% | -485.7% | +81.5% |
| All | +521.8% | +999.3% | -477.5% | +81.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling