+5.6%
SYY vs TRMB
-28.6%
+34.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.1% |
| 7D | +3.9% | -3.0% | +7.0% | +4.0% |
| 30D | -1.7% | +2.3% | -4.1% | -1.8% |
| 3M | +5.2% | +15.3% | -10.1% | +4.6% |
| 6M | -0.2% | -14.7% | +14.5% | 0.0% |
| YTD | +15.4% | -26.4% | +41.8% | +15.4% |
| 1Y | +5.6% | -30.4% | +36.0% | +5.4% |
| All | +5.6% | -28.6% | +34.2% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling