+113.8%
SYY vs TRMB
+121.9%
-8.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.5% |
| 7D | +3.9% | -3.0% | +7.0% | +5.2% |
| 30D | -1.7% | +2.3% | -4.1% | -2.8% |
| 3M | +5.2% | +15.3% | -10.1% | -1.2% |
| 6M | -0.2% | -14.7% | +14.5% | +4.9% |
| YTD | +15.4% | -26.4% | +41.8% | +28.0% |
| 1Y | +5.6% | -30.4% | +36.0% | +19.1% |
| 3Y | +28.9% | +13.5% | +15.3% | +12.1% |
| 5Y | +24.1% | -38.6% | +62.6% | +40.2% |
| All | +113.8% | +121.9% | -8.0% | +14.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling