+858.4%
ASX vs BBWI
-54.1%
+912.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.3% |
| 7D | -0.7% | +1.5% | -2.2% | -1.0% |
| 30D | +2.0% | -5.2% | +7.2% | +2.5% |
| 3M | -1.3% | +11.1% | -12.4% | -4.1% |
| 6M | +71.4% | -13.4% | +84.8% | +73.6% |
| YTD | +135.3% | +0.1% | +135.2% | +130.7% |
| 1Y | +267.5% | -36.1% | +303.6% | +288.3% |
| 3Y | +388.5% | -44.1% | +432.6% | +413.6% |
| 5Y | +417.1% | -66.2% | +483.3% | +475.6% |
| All | +858.4% | -54.1% | +912.5% | +724.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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