+19.3%
NU vs ASX
+518.6%
-499.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | -0.4% |
| 7D | +2.8% | +0.8% | +1.9% | +1.2% |
| 30D | -23.0% | -20.4% | -2.6% | -18.0% |
| 3M | -9.7% | -2.1% | -7.6% | -12.1% |
| 6M | -8.7% | +8.2% | -17.0% | -18.9% |
| YTD | -26.4% | +137.3% | -163.7% | -56.5% |
| 1Y | -24.8% | +155.0% | -179.8% | -57.2% |
| 3Y | +44.6% | +397.9% | -353.3% | -47.9% |
| All | +19.3% | +518.6% | -499.3% | -65.0% |
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