+247.6%
SYF vs TRGP
+868.8%
-621.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | -5.5% | -0.6% | -5.0% | -5.3% |
| 30D | -3.9% | +10.0% | -13.8% | -7.6% |
| 3M | +8.9% | +7.6% | +1.3% | +4.8% |
| 6M | +16.2% | +26.8% | -10.6% | +4.0% |
| YTD | -8.4% | +60.6% | -69.0% | -25.7% |
| 1Y | +2.6% | +82.5% | -79.9% | -21.3% |
| 3Y | +156.4% | +265.0% | -108.7% | +49.6% |
| 5Y | +78.2% | +645.9% | -567.7% | -21.7% |
| All | +247.6% | +868.8% | -621.2% | +5.9% |
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