+164.6%
SYF vs TRMB
+29.6%
+135.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.4% |
| 7D | -4.7% | -17.0% | +12.3% | +5.3% |
| 30D | +0.6% | -9.0% | +9.6% | +4.2% |
| 3M | -6.8% | -8.1% | +1.3% | -4.7% |
| 6M | +0.5% | -10.1% | +10.6% | +3.9% |
| YTD | -11.1% | -30.2% | +19.1% | +10.3% |
| 1Y | +1.3% | -30.7% | +32.0% | +25.9% |
| 3Y | +164.6% | +32.6% | +132.0% | +117.1% |
| All | +164.6% | +29.6% | +135.0% | +117.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling