+29.9%
AAPL vs TYL
-10.1%
+40.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +4.7% | +0.6% | +4.7% |
| 7D | +1.7% | +17.3% | -15.6% | -0.4% |
| 30D | +5.0% | +28.9% | -23.9% | +1.5% |
| 3M | +13.1% | +35.1% | -22.0% | +8.6% |
| 6M | +26.5% | +29.3% | -2.8% | +21.4% |
| YTD | +28.9% | -6.8% | +35.7% | +24.5% |
| 1Y | +29.9% | -9.9% | +39.8% | +25.5% |
| All | +29.9% | -10.1% | +40.0% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 TYL 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