+24.6%
SYY vs TRMB
+34.0%
-9.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.2% |
| 7D | +0.3% | +2.8% | -2.5% | 0.0% |
| 30D | -4.8% | -5.9% | +1.1% | -4.8% |
| 3M | -7.1% | -3.3% | -3.8% | -7.5% |
| 6M | +6.8% | +1.3% | +5.4% | +5.3% |
| YTD | +7.7% | -29.0% | +36.6% | +11.8% |
| 1Y | +5.7% | -27.8% | +33.4% | +9.3% |
| 3Y | +24.6% | +36.3% | -11.8% | +11.3% |
| All | +24.6% | +34.0% | -9.4% | +11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling