+445.9%
ASX vs BBY
+42.7%
+403.2%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.3% |
| 7D | +6.3% | +8.1% | -1.8% | +4.3% |
| 30D | +6.4% | +8.9% | -2.5% | +3.8% |
| 3M | +13.1% | +22.0% | -8.9% | +6.7% |
| 6M | +90.3% | +37.8% | +52.5% | +72.5% |
| YTD | +149.6% | +37.3% | +112.3% | +124.7% |
| 1Y | +249.2% | +21.6% | +227.6% | +226.7% |
| 3Y | +445.9% | +41.5% | +404.4% | +375.0% |
| All | +445.9% | +42.7% | +403.2% | +375.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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