+445.9%
ASX vs SYY
+25.4%
+420.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.3% | +6.1% |
| 7D | +6.3% | -2.8% | +9.1% | +6.5% |
| 30D | +6.4% | -5.3% | +11.7% | +6.8% |
| 3M | +13.1% | +5.1% | +8.1% | +12.0% |
| 6M | +90.3% | -5.0% | +95.3% | +89.9% |
| YTD | +149.6% | +10.7% | +138.9% | +147.2% |
| 1Y | +249.2% | +0.7% | +248.5% | +248.8% |
| 3Y | +445.9% | +24.0% | +421.9% | +413.9% |
| All | +445.9% | +25.4% | +420.5% | +413.9% |
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