-16.0%
NOW vs ASX
+298.6%
-314.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -20.8% | +14.8% | -4.3% |
| 7D | -6.7% | -33.3% | +26.6% | -4.0% |
| 30D | -25.8% | -36.5% | +10.7% | -23.5% |
| 3M | -12.7% | -19.2% | +6.5% | -12.1% |
| 6M | +11.2% | -10.2% | +21.5% | +6.0% |
| YTD | -33.2% | +86.5% | -119.6% | -49.3% |
| 1Y | -41.8% | +89.6% | -131.4% | -56.2% |
| All | -16.0% | +298.6% | -314.6% | -56.7% |
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