+180.0%
SYF vs TRMB
+109.2%
+70.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.2% | -2.7% | -1.5% |
| 7D | -3.6% | +4.1% | -7.7% | -5.9% |
| 30D | -1.7% | -5.1% | +3.3% | -0.4% |
| 3M | -7.8% | -2.6% | -5.2% | -8.6% |
| 6M | +3.4% | -2.7% | +6.1% | +1.8% |
| YTD | -12.2% | -27.9% | +15.7% | +3.5% |
| 1Y | -1.6% | -29.0% | +27.5% | +16.9% |
| 3Y | +157.8% | +35.0% | +122.8% | +107.6% |
| 5Y | +61.9% | -33.9% | +95.8% | +92.4% |
| 10Y | +180.0% | +106.1% | +73.9% | +76.5% |
| All | +180.0% | +109.2% | +70.8% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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