+985.8%
ASX vs SYF
+178.4%
+807.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.3% |
| 7D | +12.4% | -2.0% | +14.4% | +13.2% |
| 30D | -19.8% | +1.2% | -21.0% | -20.2% |
| 3M | -10.3% | -9.4% | -1.0% | -7.3% |
| 6M | +1.2% | +4.4% | -3.2% | -0.9% |
| YTD | +123.0% | -11.9% | +134.9% | +130.2% |
| 1Y | +145.4% | -0.4% | +145.9% | +142.2% |
| 3Y | +368.6% | +159.6% | +209.1% | +219.4% |
| 5Y | +486.0% | +60.9% | +425.1% | +356.9% |
| All | +985.8% | +178.4% | +807.3% | +543.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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