+22.7%
SYY vs TRGP
+627.0%
-604.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.9% |
| 7D | +1.5% | -0.6% | +2.1% | +1.6% |
| 30D | -2.3% | +10.0% | -12.3% | -4.1% |
| 3M | +5.5% | +7.6% | -2.1% | +3.7% |
| 6M | -1.0% | +26.8% | -27.8% | -6.0% |
| YTD | +14.1% | +60.6% | -46.4% | +3.1% |
| 1Y | +5.6% | +82.5% | -76.9% | -7.4% |
| 3Y | +27.9% | +265.0% | -237.1% | -10.2% |
| 5Y | +22.7% | +645.9% | -623.2% | -36.7% |
| All | +22.7% | +627.0% | -604.3% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling