+842.6%
ASX vs SYF
+219.4%
+623.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.7% | +9.3% | +8.9% |
| 7D | -12.3% | -4.3% | -8.0% | -10.9% |
| 30D | -26.0% | +1.0% | -27.0% | -26.2% |
| 3M | -8.1% | -6.4% | -1.7% | -6.1% |
| 6M | +1.4% | +1.0% | +0.4% | +0.4% |
| YTD | +115.6% | -10.7% | +126.3% | +121.5% |
| 1Y | +128.0% | +1.8% | +126.3% | +123.4% |
| 3Y | +371.4% | +165.8% | +205.6% | +220.1% |
| 5Y | +469.4% | +65.9% | +403.5% | +340.7% |
| 10Y | +842.6% | +206.0% | +636.7% | +499.3% |
| All | +842.6% | +219.4% | +623.2% | +499.3% |
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