+432.3%
ASX vs BBWI
-66.0%
+498.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.6% | -0.5% |
| 7D | -0.7% | +1.5% | -2.2% | -1.1% |
| 30D | +2.0% | -5.2% | +7.2% | +2.7% |
| 3M | -1.3% | +11.1% | -12.4% | -5.0% |
| 6M | +71.4% | -13.4% | +84.8% | +74.3% |
| YTD | +135.3% | +0.1% | +135.2% | +129.0% |
| 1Y | +267.5% | -36.1% | +303.6% | +296.8% |
| 3Y | +388.5% | -44.1% | +432.6% | +419.6% |
| All | +432.3% | -66.0% | +498.3% | +544.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling