+1,035.9%
ASX vs SYF
+299.1%
+736.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.4% | +6.1% | +6.4% |
| 7D | +0.8% | -3.6% | +4.4% | +2.1% |
| 30D | -20.4% | -1.7% | -18.7% | -19.9% |
| 3M | -2.1% | -7.8% | +5.7% | +0.4% |
| 6M | +8.2% | +3.4% | +4.8% | +6.4% |
| YTD | +137.3% | -12.2% | +149.5% | +145.0% |
| 1Y | +155.0% | -1.6% | +156.6% | +152.9% |
| 3Y | +397.9% | +157.8% | +240.2% | +245.0% |
| 5Y | +529.2% | +61.9% | +467.3% | +394.7% |
| 10Y | +1,007.5% | +180.0% | +827.5% | +558.7% |
| All | +1,035.9% | +299.1% | +736.7% | +561.6% |
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