+398.5%
ASX vs BBWI
-22.8%
+421.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.5% |
| 7D | +0.8% | -7.7% | +8.6% | +2.4% |
| 30D | -20.4% | +24.8% | -45.2% | -23.4% |
| 3M | -2.1% | +16.2% | -18.4% | -5.4% |
| 6M | +8.2% | +15.8% | -7.6% | +4.1% |
| YTD | +137.3% | +11.4% | +125.8% | +127.7% |
| 1Y | +155.0% | +3.2% | +151.8% | +146.5% |
| All | +398.5% | -22.8% | +421.3% | +412.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling