+849.9%
ASX vs SYF
+306.8%
+543.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.9% | +6.6% |
| 7D | -19.9% | -2.1% | -17.8% | -19.3% |
| 30D | -30.9% | +2.5% | -33.4% | -31.4% |
| 3M | -15.1% | -6.3% | -8.8% | -13.3% |
| 6M | -6.5% | -1.5% | -5.0% | -6.5% |
| YTD | +98.4% | -10.5% | +108.9% | +103.7% |
| 1Y | +107.9% | +1.5% | +106.3% | +104.1% |
| 3Y | +325.3% | +163.3% | +162.0% | +192.8% |
| 5Y | +447.3% | +66.8% | +380.6% | +326.4% |
| 10Y | +763.2% | +228.5% | +534.7% | +390.6% |
| All | +849.9% | +306.8% | +543.1% | +450.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling