+2,979.8%
ASX vs BBWI
+278.1%
+2,701.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -3.3% | +9.7% | +7.2% |
| 7D | -19.9% | -6.2% | -13.7% | -18.5% |
| 30D | -30.9% | +19.9% | -50.8% | -34.2% |
| 3M | -15.1% | +7.1% | -22.2% | -17.9% |
| 6M | -6.5% | +13.7% | -20.1% | -11.5% |
| YTD | +98.4% | +9.6% | +88.8% | +87.0% |
| 1Y | +107.9% | -1.6% | +109.5% | +98.7% |
| 3Y | +325.3% | -25.9% | +351.2% | +317.2% |
| 5Y | +447.3% | -67.8% | +515.1% | +539.0% |
| 10Y | +763.2% | -43.5% | +806.7% | +626.2% |
| All | +2,979.8% | +278.1% | +2,701.7% | +920.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling