-26.4%
NOW vs ASX
+431.2%
-457.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.8% | -1.9% |
| 7D | -3.0% | -19.9% | +16.9% | +1.8% |
| 30D | -26.0% | -30.9% | +4.8% | -20.3% |
| 3M | -13.1% | -15.1% | +2.0% | -12.2% |
| 6M | +14.5% | -6.5% | +21.0% | +5.6% |
| YTD | -33.4% | +98.4% | -131.9% | -56.8% |
| 1Y | -40.6% | +107.9% | -148.5% | -62.4% |
| 3Y | -16.3% | +325.3% | -341.6% | -66.6% |
| All | -26.4% | +431.2% | -457.5% | -75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling