+6,482.0%
ASX vs SNY
+245.1%
+6,237.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.4% | +8.5% | +7.1% |
| 7D | +6.3% | -2.7% | +9.0% | +7.4% |
| 30D | +6.4% | -0.7% | +7.1% | +6.5% |
| 3M | +13.1% | -1.6% | +14.8% | +12.9% |
| 6M | +90.3% | +2.3% | +88.0% | +85.9% |
| YTD | +149.6% | -6.0% | +155.6% | +151.9% |
| 1Y | +249.2% | -2.7% | +251.8% | +245.4% |
| 3Y | +445.9% | -7.5% | +453.4% | +431.9% |
| 5Y | +477.7% | +6.7% | +471.0% | +414.5% |
| 10Y | +913.4% | +62.3% | +851.1% | +623.1% |
| All | +6,482.0% | +245.1% | +6,237.0% | +2,805.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling