+499.2%
NOW vs ASX
+754.3%
-255.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -2.1% |
| 7D | -3.0% | -19.9% | +16.9% | +2.4% |
| 30D | -26.0% | -30.9% | +4.8% | -19.5% |
| 3M | -13.1% | -15.1% | +2.0% | -11.8% |
| 6M | +14.5% | -6.5% | +21.0% | +6.7% |
| YTD | -33.4% | +98.4% | -131.9% | -54.2% |
| 1Y | -40.6% | +107.9% | -148.5% | -60.0% |
| 3Y | -16.3% | +325.3% | -341.6% | -59.8% |
| 5Y | -26.3% | +447.3% | -473.6% | -68.6% |
| All | +499.2% | +754.3% | -255.1% | +90.1% |
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