+529.2%
ASX vs SYF
+61.9%
+467.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.1% | +6.4% |
| 7D | +0.8% | -3.6% | +4.4% | +2.4% |
| 30D | -20.4% | -1.7% | -18.7% | -19.8% |
| 3M | -2.1% | -7.8% | +5.7% | +0.9% |
| 6M | +8.2% | +3.4% | +4.8% | +5.9% |
| YTD | +137.3% | -12.2% | +149.5% | +146.1% |
| 1Y | +155.0% | -1.6% | +156.6% | +151.7% |
| 3Y | +397.9% | +157.8% | +240.2% | +207.2% |
| 5Y | +529.2% | +61.9% | +467.3% | +344.3% |
| All | +529.2% | +61.9% | +467.3% | +344.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling