+378.4%
ASX vs BB
+154.0%
+224.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.1% | -3.2% |
| 7D | +22.1% | +9.0% | +13.1% | +19.5% |
| 30D | -23.8% | +7.7% | -31.4% | -24.8% |
| 3M | -7.6% | +4.0% | -11.6% | -8.7% |
| 6M | +6.9% | +46.6% | -39.7% | -3.0% |
| YTD | +127.7% | +140.6% | -13.0% | +83.3% |
| 1Y | +144.5% | +103.1% | +41.4% | +103.6% |
| All | +378.4% | +154.0% | +224.3% | +246.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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