+3,873.3%
SYY vs TRMB
+3,381.2%
+492.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -1.2% |
| 7D | -2.3% | -2.5% | +0.2% | -2.1% |
| 30D | -4.9% | +1.5% | -6.5% | -5.1% |
| 3M | +8.4% | +6.8% | +1.6% | +7.5% |
| 6M | -7.4% | -14.9% | +7.6% | -6.1% |
| YTD | +11.0% | -24.1% | +35.1% | +13.6% |
| 1Y | -0.2% | -25.4% | +25.2% | +2.2% |
| 3Y | +23.8% | +8.0% | +15.8% | +21.3% |
| 5Y | +18.1% | -37.3% | +55.4% | +21.1% |
| 10Y | +94.6% | +116.8% | -22.2% | +79.7% |
| All | +3,873.3% | +3,381.2% | +492.1% | +2,844.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling