+45.8%
NU vs ASX
+396.7%
-350.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.6% | -4.6% | +0.4% |
| 7D | +2.8% | +0.8% | +1.9% | +1.7% |
| 30D | -23.0% | -20.4% | -2.6% | -19.5% |
| 3M | -9.7% | -2.1% | -7.6% | -11.1% |
| 6M | -8.7% | +8.2% | -17.0% | -15.5% |
| YTD | -26.4% | +137.3% | -163.7% | -49.5% |
| 1Y | -24.8% | +155.0% | -179.8% | -49.9% |
| All | +45.8% | +396.7% | -350.9% | -32.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling