+992.0%
ASX vs SYY
+102.5%
+889.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.4% | +2.9% |
| 7D | +11.1% | -0.2% | +11.3% | +11.2% |
| 30D | +9.6% | -2.7% | +12.3% | +10.4% |
| 3M | +18.6% | +5.9% | +12.7% | +16.1% |
| 6M | +92.1% | -2.3% | +94.5% | +91.7% |
| YTD | +158.5% | +13.1% | +145.4% | +146.5% |
| 1Y | +271.9% | +3.8% | +268.1% | +262.5% |
| 3Y | +465.2% | +26.7% | +438.5% | +409.8% |
| 5Y | +479.4% | +19.4% | +460.0% | +433.5% |
| 10Y | +992.0% | +112.0% | +880.0% | +744.7% |
| All | +992.0% | +102.5% | +889.5% | +744.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 10y: compounded portfolio wealth divided by compounded SYY 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…
10y analysis · Full analysis span regression · 6 months rolling