+3,552.3%
ASX vs SYY
+591.2%
+2,961.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | -0.7% | -2.3% | +1.6% | +0.2% |
| 30D | +2.0% | -4.9% | +6.9% | +3.9% |
| 3M | -1.3% | +8.4% | -9.7% | -5.0% |
| 6M | +71.4% | -7.4% | +78.8% | +74.3% |
| YTD | +135.3% | +11.0% | +124.3% | +122.6% |
| 1Y | +267.5% | -0.2% | +267.7% | +260.2% |
| 3Y | +388.5% | +23.8% | +364.7% | +331.7% |
| 5Y | +417.1% | +18.1% | +399.0% | +363.7% |
| 10Y | +872.7% | +94.6% | +778.2% | +532.1% |
| All | +3,552.3% | +591.2% | +2,961.1% | +1,336.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling