+3,862.9%
SYY vs TRMB
+3,340.8%
+522.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | -5.3% | -1.2% | -4.1% | -5.2% |
| 3M | +5.1% | +9.6% | -4.5% | +4.0% |
| 6M | -5.0% | -16.1% | +11.1% | -3.6% |
| YTD | +10.7% | -25.0% | +35.7% | +13.5% |
| 1Y | +0.7% | -27.7% | +28.4% | +3.4% |
| 3Y | +24.0% | +15.3% | +8.7% | +20.8% |
| 5Y | +19.3% | -37.4% | +56.7% | +22.3% |
| 10Y | +96.4% | +117.5% | -21.1% | +81.5% |
| All | +3,862.9% | +3,340.8% | +522.1% | +2,839.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRMB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling