+498.2%
ASX vs BBWI
-68.3%
+566.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.9% | -1.1% | -3.4% |
| 7D | +22.1% | -4.5% | +26.6% | +23.4% |
| 30D | -23.8% | +17.1% | -40.9% | -26.6% |
| 3M | -7.6% | +17.5% | -25.1% | -12.1% |
| 6M | +6.9% | +12.8% | -5.9% | +2.0% |
| YTD | +127.7% | +8.2% | +119.5% | +116.4% |
| 1Y | +144.5% | -1.8% | +146.3% | +135.4% |
| 3Y | +377.8% | -25.8% | +403.6% | +366.7% |
| 5Y | +498.2% | -68.0% | +566.3% | +650.1% |
| All | +498.2% | -68.3% | +566.5% | +650.1% |
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 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