+28.0%
NU vs ASX
+481.4%
-453.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.0% | +13.8% | +12.5% |
| 7D | +9.9% | +12.4% | -2.5% | +5.0% |
| 30D | -11.5% | -19.8% | +8.4% | -6.1% |
| 3M | -5.1% | -10.3% | +5.2% | -4.5% |
| 6M | +3.1% | +1.2% | +1.9% | -6.0% |
| YTD | -21.0% | +123.0% | -144.1% | -52.2% |
| 1Y | -15.2% | +145.4% | -160.6% | -51.3% |
| 3Y | +56.4% | +368.6% | -312.2% | -42.4% |
| All | +28.0% | +481.4% | -453.5% | -61.6% |
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