+3,552.3%
ASX vs BBY
+494.8%
+3,057.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -3.0% | -0.6% |
| 7D | -0.7% | +9.5% | -10.2% | -3.1% |
| 30D | +2.0% | +6.8% | -4.8% | -0.1% |
| 3M | -1.3% | +28.9% | -30.2% | -8.2% |
| 6M | +71.4% | +37.8% | +33.6% | +55.5% |
| YTD | +135.3% | +38.7% | +96.6% | +111.7% |
| 1Y | +267.5% | +23.7% | +243.8% | +240.1% |
| 3Y | +388.5% | +39.1% | +349.4% | +328.8% |
| 5Y | +417.1% | -0.4% | +417.5% | +385.7% |
| 10Y | +872.7% | +234.0% | +638.7% | +549.7% |
| All | +3,552.3% | +494.8% | +3,057.5% | +1,705.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling