+16.7%
SYY vs TPG
+74.1%
-57.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.6% | -0.5% | +0.9% |
| 7D | +3.9% | -9.4% | +13.4% | +5.3% |
| 30D | -1.7% | -5.3% | +3.5% | -1.2% |
| 3M | +5.2% | +12.9% | -7.7% | +2.8% |
| 6M | -0.2% | +20.1% | -20.3% | -3.7% |
| YTD | +15.4% | -22.5% | +37.9% | +19.4% |
| 1Y | +5.6% | -19.7% | +25.3% | +8.3% |
| 3Y | +28.9% | +81.2% | -52.3% | +6.3% |
| All | +16.7% | +74.1% | -57.4% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 all: compounded portfolio wealth divided by compounded TPG 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…
all analysis · Full analysis span regression · 6 months rolling