+159.6%
SYF vs TRI
-10.1%
+169.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -2.0% | -2.9% | +0.9% | -1.6% |
| 30D | +1.2% | +3.7% | -2.5% | +0.5% |
| 3M | -9.4% | +3.7% | -13.1% | -10.1% |
| 6M | +4.4% | +35.1% | -30.7% | -1.7% |
| YTD | -11.9% | -14.0% | +2.1% | -9.5% |
| 1Y | -0.4% | -19.0% | +18.5% | +3.6% |
| 3Y | +159.6% | -12.0% | +171.5% | +190.9% |
| All | +159.6% | -10.1% | +169.7% | +190.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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