+504.6%
NOW vs ASX
+849.3%
-344.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.9% | -1.6% |
| 7D | -3.1% | -12.3% | +9.2% | -0.2% |
| 30D | -27.0% | -26.0% | -1.1% | -22.1% |
| 3M | -17.7% | -8.1% | -9.6% | -18.3% |
| 6M | +12.7% | +1.4% | +11.3% | +2.7% |
| YTD | -32.9% | +115.6% | -148.5% | -55.0% |
| 1Y | -40.4% | +128.0% | -168.4% | -60.9% |
| 3Y | -17.1% | +371.4% | -388.5% | -61.4% |
| 5Y | -25.7% | +469.4% | -495.1% | -68.6% |
| 10Y | +504.6% | +842.6% | -338.0% | +86.4% |
| All | +504.6% | +849.3% | -344.7% | +86.4% |
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 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