+858.4%
ASX vs BWA
+150.8%
+707.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.8% | -2.5% | -1.0% |
| 7D | -0.7% | +5.7% | -6.4% | -3.1% |
| 30D | +2.0% | +1.4% | +0.6% | +1.2% |
| 3M | -1.3% | -12.1% | +10.8% | +4.5% |
| 6M | +71.4% | +28.6% | +42.9% | +55.4% |
| YTD | +135.3% | +51.1% | +84.2% | +97.8% |
| 1Y | +267.5% | +55.9% | +211.6% | +203.5% |
| 3Y | +388.5% | +70.1% | +318.4% | +278.0% |
| 5Y | +417.1% | +90.7% | +326.4% | +273.2% |
| All | +858.4% | +150.8% | +707.7% | +481.0% |
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