+170.6%
SYF vs TRGP
+822.5%
-651.9%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -2.0% | +12.4% | -14.4% | -6.4% |
| 30D | +1.2% | +2.6% | -1.4% | -0.4% |
| 3M | -9.4% | +11.9% | -21.2% | -14.1% |
| 6M | +4.4% | +13.9% | -9.5% | -2.6% |
| YTD | -11.9% | +64.2% | -76.1% | -29.6% |
| 1Y | -0.4% | +78.5% | -78.9% | -23.1% |
| 3Y | +159.6% | +272.9% | -113.3% | +49.4% |
| 5Y | +60.9% | +510.7% | -449.8% | -24.6% |
| All | +170.6% | +822.5% | -651.9% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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