+415.3%
ASX vs SYF
+65.2%
+350.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.9% | +6.6% |
| 7D | -19.9% | -2.1% | -17.8% | -19.1% |
| 30D | -30.9% | +2.5% | -33.4% | -31.5% |
| 3M | -15.1% | -6.3% | -8.8% | -13.0% |
| 6M | -6.5% | -1.5% | -5.0% | -6.6% |
| YTD | +98.4% | -10.5% | +108.9% | +104.5% |
| 1Y | +107.9% | +1.5% | +106.3% | +102.7% |
| 3Y | +325.3% | +163.3% | +162.0% | +160.5% |
| All | +415.3% | +65.2% | +350.1% | +260.8% |
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