+133.0%
ASX vs SYF
-1.0%
+134.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.1% | +5.3% | +3.9% |
| 7D | -9.1% | -4.2% | -4.9% | -8.0% |
| 30D | -23.6% | -1.1% | -22.5% | -23.2% |
| 3M | -5.6% | -7.9% | +2.3% | -3.4% |
| 6M | +4.7% | -1.1% | +5.8% | +4.5% |
| YTD | +122.6% | -12.6% | +135.2% | +117.7% |
| 1Y | +133.0% | -2.4% | +135.4% | +119.1% |
| All | +133.0% | -1.0% | +134.1% | +119.1% |
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