+158.5%
TRV vs SYF
+78.7%
+79.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.0% |
| 7D | -1.5% | -5.5% | +4.0% | -0.3% |
| 30D | -1.8% | -3.9% | +2.1% | -1.1% |
| 3M | +21.6% | +8.9% | +12.7% | +19.0% |
| 6M | +22.5% | +16.2% | +6.2% | +18.0% |
| YTD | +28.1% | -8.4% | +36.6% | +29.5% |
| 1Y | +37.0% | +2.6% | +34.4% | +34.8% |
| 3Y | +141.9% | +156.4% | -14.5% | +87.6% |
| 5Y | +158.5% | +78.2% | +80.3% | +114.2% |
| All | +158.5% | +78.7% | +79.8% | +114.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYF.
Daily Out/Under-Performance
Portfolio return minus SYF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYF 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 SYF 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