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  • ASX vs BWA✓SelectedUSD · BWAASX vs BWA performance historyLatest closeAs of+6.08%09/08
Stock and ETF performance explorer

ASX vs BWA

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+913.4%
BWA return
+142.9%
Excess return
+770.5%
Maximum drawdown
-52.5%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 10y.

Portfolio and benchmark returns by period
PeriodPortfolioBWAExcessAlpha
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