+842.6%
ASX vs SYY
+92.1%
+750.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.7% | +8.1% |
| 7D | -12.3% | -4.1% | -8.2% | -11.3% |
| 30D | -26.0% | +0.3% | -26.3% | -26.3% |
| 3M | -8.1% | -6.3% | -1.8% | -6.8% |
| 6M | +1.4% | +9.7% | -8.3% | -2.4% |
| YTD | +115.6% | +9.4% | +106.1% | +106.6% |
| 1Y | +128.0% | +7.3% | +120.7% | +119.6% |
| 3Y | +371.4% | +27.6% | +343.8% | +321.9% |
| 5Y | +469.4% | +12.5% | +456.9% | +431.7% |
| 10Y | +842.6% | +87.4% | +755.2% | +647.5% |
| All | +842.6% | +92.1% | +750.6% | +647.5% |
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