+159.4%
SYF vs TRI
-19.2%
+178.6%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.2% | -1.3% |
| 7D | -1.3% | -8.4% | +7.1% | -0.1% |
| 30D | -1.1% | -6.5% | +5.4% | -0.3% |
| 3M | +7.4% | +18.6% | -11.2% | +3.6% |
| 6M | +16.2% | -10.4% | +26.7% | +18.1% |
| YTD | -6.1% | -23.7% | +17.6% | -1.5% |
| 1Y | +3.4% | -42.5% | +45.8% | +15.5% |
| All | +159.4% | -19.2% | +178.6% | +154.3% |
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