+748.4%
ASX vs BWA
+84.4%
+664.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +5.2% |
| 7D | -19.9% | -5.5% | -14.5% | -17.4% |
| 30D | -30.9% | -21.7% | -9.1% | -22.5% |
| 3M | -15.1% | -25.6% | +10.5% | -3.1% |
| 6M | -6.5% | -17.4% | +11.0% | +3.0% |
| YTD | +98.4% | +9.2% | +89.2% | +93.0% |
| 1Y | +107.9% | +9.7% | +98.1% | +101.3% |
| 3Y | +325.3% | +54.6% | +270.6% | +249.0% |
| 5Y | +447.3% | +26.8% | +420.5% | +371.9% |
| All | +748.4% | +84.4% | +664.0% | +490.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling