+325.3%
ASX vs SYY
+24.3%
+300.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.2% | +4.3% | +6.4% |
| 7D | -19.9% | -7.3% | -12.6% | -19.9% |
| 30D | -30.9% | +0.1% | -31.0% | -31.0% |
| 3M | -15.1% | -8.2% | -6.9% | -15.0% |
| 6M | -6.5% | +6.3% | -12.7% | -8.0% |
| YTD | +98.4% | +7.3% | +91.1% | +96.9% |
| 1Y | +107.9% | +8.5% | +99.4% | +105.9% |
| 3Y | +325.3% | +24.9% | +300.3% | +275.2% |
| All | +325.3% | +24.3% | +300.9% | +275.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling