+748.4%
ASX vs BBWI
-43.7%
+792.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.3% | +9.7% | +7.0% |
| 7D | -19.9% | -6.2% | -13.7% | -18.8% |
| 30D | -30.9% | +19.9% | -50.8% | -33.3% |
| 3M | -15.1% | +7.1% | -22.2% | -17.1% |
| 6M | -6.5% | +13.7% | -20.1% | -10.1% |
| YTD | +98.4% | +9.6% | +88.8% | +90.2% |
| 1Y | +107.9% | -1.6% | +109.5% | +101.5% |
| 3Y | +325.3% | -25.9% | +351.2% | +322.2% |
| 5Y | +447.3% | -67.8% | +515.1% | +508.8% |
| All | +748.4% | -43.7% | +792.1% | +595.1% |
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