+325.3%
ASX vs BWA
+51.7%
+273.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.7% | +3.7% | +5.0% |
| 7D | -19.9% | -5.5% | -14.5% | -16.9% |
| 30D | -30.9% | -21.7% | -9.1% | -21.0% |
| 3M | -15.1% | -25.6% | +10.5% | -0.9% |
| 6M | -6.5% | -17.4% | +11.0% | +5.3% |
| YTD | +98.4% | +9.2% | +89.2% | +95.8% |
| 1Y | +107.9% | +9.7% | +98.1% | +104.3% |
| 3Y | +325.3% | +54.6% | +270.6% | +239.1% |
| All | +325.3% | +51.7% | +273.6% | +239.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling