+45.4%
NU vs ASX
+551.9%
-506.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.3% | +3.4% | +1.4% |
| 7D | -4.2% | +6.5% | -10.7% | -6.8% |
| 30D | +10.0% | +3.1% | +6.9% | +8.1% |
| 3M | +29.3% | +17.4% | +11.9% | +16.6% |
| 6M | +0.9% | +85.4% | -84.5% | -29.5% |
| YTD | -10.3% | +150.1% | -160.3% | -46.4% |
| 1Y | -3.2% | +256.3% | -259.5% | -52.5% |
| 3Y | +120.6% | +446.9% | -326.3% | -22.2% |
| All | +45.4% | +551.9% | -506.5% | -57.0% |
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