+953.3%
ASX vs SNY
+64.5%
+888.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +5.2% | -3.3% | +8.5% | +6.1% |
| 30D | +0.5% | -2.2% | +2.6% | +0.9% |
| 3M | +8.3% | -3.0% | +11.4% | +8.6% |
| 6M | +82.0% | +2.7% | +79.3% | +78.6% |
| YTD | +147.6% | -6.8% | +154.5% | +150.1% |
| 1Y | +258.8% | -5.3% | +264.1% | +259.1% |
| 3Y | +452.1% | -9.8% | +461.8% | +448.6% |
| 5Y | +441.7% | +9.7% | +432.1% | +384.1% |
| All | +953.3% | +64.5% | +888.8% | +748.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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