+985.8%
ASX vs BBWI
-47.4%
+1,033.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.5% | -3.5% | -2.3% |
| 7D | +12.4% | +0.1% | +12.3% | +12.4% |
| 30D | -19.8% | +12.9% | -32.7% | -21.7% |
| 3M | -10.3% | +16.0% | -26.3% | -13.7% |
| 6M | +1.2% | +16.6% | -15.4% | -3.1% |
| YTD | +123.0% | +9.7% | +113.3% | +113.7% |
| 1Y | +145.4% | +1.5% | +143.9% | +136.5% |
| 3Y | +368.6% | -21.4% | +390.0% | +360.1% |
| 5Y | +486.0% | -67.6% | +553.6% | +551.8% |
| All | +985.8% | -47.4% | +1,033.2% | +785.2% |
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