+337.5%
SYY vs TRGP
+2,242.0%
-1,904.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.0% | +3.2% | +2.4% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | -2.7% | +9.5% | -12.2% | -4.7% |
| 3M | +5.9% | +10.8% | -4.9% | +3.3% |
| 6M | -2.3% | +25.3% | -27.7% | -7.4% |
| YTD | +13.1% | +60.3% | -47.2% | +1.7% |
| 1Y | +3.8% | +84.6% | -80.8% | -9.7% |
| 3Y | +26.7% | +264.4% | -237.6% | -6.8% |
| 5Y | +19.4% | +636.6% | -617.2% | -25.8% |
| 10Y | +112.0% | +848.9% | -736.9% | +0.6% |
| All | +337.5% | +2,242.0% | -1,904.5% | +72.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling