+145.4%
ASX vs SYF
-1.7%
+147.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.3% |
| 7D | +12.4% | -2.0% | +14.4% | +13.0% |
| 30D | -19.8% | +1.2% | -21.0% | -20.0% |
| 3M | -10.3% | -9.4% | -1.0% | -7.8% |
| 6M | +1.2% | +4.4% | -3.2% | -0.3% |
| YTD | +123.0% | -11.9% | +134.9% | +117.1% |
| 1Y | +145.4% | -0.4% | +145.9% | +126.1% |
| All | +145.4% | -1.7% | +147.1% | +126.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling