+113.8%
SYY vs TRGP
+863.3%
-749.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | +3.9% | +0.1% | +3.9% | +3.9% |
| 30D | -1.7% | +8.0% | -9.8% | -4.0% |
| 3M | +5.2% | +8.3% | -3.1% | +2.4% |
| 6M | -0.2% | +23.9% | -24.1% | -6.7% |
| YTD | +15.4% | +59.6% | -44.3% | +0.3% |
| 1Y | +5.6% | +79.4% | -73.8% | -11.6% |
| 3Y | +28.9% | +269.4% | -240.6% | -15.4% |
| 5Y | +24.1% | +641.6% | -617.6% | -35.7% |
| All | +113.8% | +863.3% | -749.4% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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