+3,582.5%
ASX vs BBY
+600.2%
+2,982.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.0% | +5.6% | +6.3% |
| 7D | +0.8% | +3.7% | -2.9% | +0.1% |
| 30D | -20.4% | +20.9% | -41.3% | -24.5% |
| 3M | -2.1% | +27.6% | -29.7% | -8.9% |
| 6M | +8.2% | +86.9% | -78.7% | -9.4% |
| YTD | +137.3% | +63.3% | +73.9% | +103.5% |
| 1Y | +155.0% | +42.6% | +112.4% | +126.4% |
| 3Y | +397.9% | +89.8% | +308.1% | +301.1% |
| 5Y | +529.2% | -0.1% | +529.3% | +487.2% |
| 10Y | +1,007.5% | +294.3% | +713.3% | +605.4% |
| All | +3,582.5% | +600.2% | +2,982.3% | +1,635.8% |
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