+2,771.1%
NOW vs ASX
+2,010.7%
+760.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.0% |
| 7D | -2.4% | -0.7% | -1.7% | -2.2% |
| 30D | +20.5% | +2.0% | +18.5% | +19.5% |
| 3M | +18.3% | -1.3% | +19.7% | +14.6% |
| 6M | +24.1% | +71.4% | -47.4% | -2.9% |
| YTD | -7.8% | +135.3% | -143.1% | -36.4% |
| 1Y | -21.4% | +267.5% | -288.9% | -54.6% |
| 3Y | +19.5% | +388.5% | -368.9% | -40.0% |
| 5Y | +4.1% | +417.1% | -413.0% | -50.2% |
| 10Y | +826.4% | +872.7% | -46.3% | +235.2% |
| All | +2,771.1% | +2,010.7% | +760.5% | +726.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling