+23.6%
SYY vs TRI
-10.0%
+33.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.9% |
| 7D | +3.9% | -7.9% | +11.8% | +4.7% |
| 30D | -1.7% | -4.5% | +2.8% | -1.4% |
| 3M | +5.2% | +22.1% | -16.9% | +2.2% |
| 6M | -0.2% | -2.8% | +2.6% | -0.4% |
| YTD | +15.4% | -23.4% | +38.8% | +21.8% |
| 1Y | +5.6% | -41.5% | +47.1% | +20.6% |
| 3Y | +28.9% | -19.2% | +48.1% | +26.3% |
| All | +23.6% | -10.0% | +33.6% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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