+45.2%
NU vs ASX
+573.9%
-528.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -3.6% |
| 7D | -2.6% | +11.1% | -13.7% | -6.8% |
| 30D | +8.2% | +9.6% | -1.4% | +3.8% |
| 3M | +26.3% | +18.6% | +7.6% | +13.6% |
| 6M | +2.2% | +92.1% | -89.9% | -29.6% |
| YTD | -10.4% | +158.5% | -168.9% | -47.2% |
| 1Y | -3.0% | +271.9% | -274.9% | -53.3% |
| 3Y | +120.3% | +465.2% | -345.0% | -23.3% |
| All | +45.2% | +573.9% | -528.6% | -57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling