+133.8%
ADI vs TYL
-23.0%
+156.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | +9.5% | +0.8% | +8.6% | +9.2% |
| 30D | -1.4% | +21.1% | -22.5% | -7.4% |
| 3M | +4.7% | +28.9% | -24.2% | -4.4% |
| 6M | -7.4% | +42.0% | -49.4% | -20.1% |
| YTD | +48.1% | -6.6% | +54.6% | +51.6% |
| 1Y | +69.6% | -9.1% | +78.7% | +75.9% |
| 3Y | +144.4% | +1.8% | +142.5% | +131.8% |
| All | +133.8% | -23.0% | +156.8% | +150.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling