+1,026.5%
ASX vs SYF
+340.9%
+685.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -0.7% | +2.4% | -3.1% | -1.5% |
| 30D | +2.0% | +0.8% | +1.1% | +1.6% |
| 3M | -1.3% | +13.4% | -14.7% | -5.8% |
| 6M | +71.4% | +16.3% | +55.1% | +62.0% |
| YTD | +135.3% | -3.0% | +138.3% | +135.1% |
| 1Y | +267.5% | +5.7% | +261.8% | +255.0% |
| 3Y | +388.5% | +160.1% | +228.4% | +237.0% |
| 5Y | +417.1% | +88.5% | +328.6% | +286.3% |
| 10Y | +872.7% | +263.1% | +609.7% | +434.2% |
| All | +1,026.5% | +340.9% | +685.6% | +534.8% |
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 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