+85.6%
SYF vs TRI
-10.1%
+95.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.2% | -1.2% |
| 7D | -1.3% | -8.4% | +7.1% | +0.5% |
| 30D | -1.1% | -6.5% | +5.4% | +0.1% |
| 3M | +7.4% | +18.6% | -11.2% | +1.6% |
| 6M | +16.2% | -10.4% | +26.7% | +18.5% |
| YTD | -6.1% | -23.7% | +17.6% | +0.7% |
| 1Y | +3.4% | -42.5% | +45.8% | +22.8% |
| 3Y | +162.9% | -19.3% | +182.1% | +156.2% |
| 5Y | +85.6% | -9.7% | +95.2% | +57.1% |
| All | +85.6% | -10.1% | +95.7% | +57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling