+913.4%
ASX vs BWA
+142.9%
+770.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.9% | +8.0% | +6.9% |
| 7D | +6.3% | +4.3% | +2.0% | +4.3% |
| 30D | +6.4% | -2.9% | +9.3% | +7.6% |
| 3M | +13.1% | -12.4% | +25.6% | +19.7% |
| 6M | +90.3% | +28.6% | +61.7% | +72.5% |
| YTD | +149.6% | +48.2% | +101.4% | +111.4% |
| 1Y | +249.2% | +50.9% | +198.3% | +192.1% |
| 3Y | +445.9% | +72.2% | +373.7% | +320.3% |
| 5Y | +477.7% | +91.1% | +386.7% | +316.9% |
| 10Y | +913.4% | +144.0% | +769.4% | +517.6% |
| All | +913.4% | +142.9% | +770.5% | +517.6% |
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