+22.7%
SYY vs TRMB
-39.6%
+62.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.1% |
| 7D | +1.5% | -5.4% | +6.9% | +2.8% |
| 30D | -2.3% | -2.0% | -0.3% | -2.0% |
| 3M | +5.5% | +12.3% | -6.8% | +2.3% |
| 6M | -1.0% | -17.6% | +16.7% | +3.0% |
| YTD | +14.1% | -27.5% | +41.6% | +22.1% |
| 1Y | +5.6% | -29.1% | +34.6% | +13.2% |
| 3Y | +27.9% | +11.5% | +16.4% | +17.7% |
| 5Y | +22.7% | -39.5% | +62.2% | +32.4% |
| All | +22.7% | -39.6% | +62.3% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling