-25.1%
NOW vs ASX
+482.2%
-507.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.0% | +3.6% | +2.1% |
| 7D | +0.3% | +12.4% | -12.1% | -2.6% |
| 30D | -27.0% | -19.8% | -7.1% | -24.1% |
| 3M | -19.6% | -10.3% | -9.3% | -19.7% |
| 6M | +17.5% | +1.2% | +16.2% | +7.1% |
| YTD | -33.3% | +123.0% | -156.3% | -57.9% |
| 1Y | -39.8% | +145.4% | -185.3% | -63.8% |
| 3Y | -19.9% | +368.6% | -388.5% | -68.5% |
| All | -25.1% | +482.2% | -507.3% | -75.5% |
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 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