+3,552.3%
ASX vs BB
-52.6%
+3,604.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -0.7% | -5.6% | +4.9% | +0.3% |
| 30D | +2.0% | -11.8% | +13.8% | +4.1% |
| 3M | -1.3% | -25.5% | +24.2% | +3.3% |
| 6M | +71.4% | +121.3% | -49.8% | +48.0% |
| YTD | +135.3% | +103.2% | +32.2% | +106.0% |
| 1Y | +267.5% | +102.6% | +164.8% | +220.4% |
| 3Y | +388.5% | +37.5% | +351.0% | +334.1% |
| 5Y | +417.1% | -30.4% | +447.5% | +399.4% |
| 10Y | +872.7% | 0.0% | +872.7% | +653.4% |
| All | +3,552.3% | -52.6% | +3,604.9% | +1,810.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling