+343.8%
HPE vs TYL
-28.2%
+372.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | -4.5% | +12.2% | +8.6% |
| 7D | +10.1% | -7.6% | +17.7% | +11.8% |
| 30D | +5.3% | +11.3% | -6.0% | +2.7% |
| 3M | +12.7% | +14.5% | -1.8% | +8.0% |
| 6M | +167.7% | -7.1% | +174.8% | +170.4% |
| YTD | +135.5% | -23.4% | +158.8% | +150.4% |
| 1Y | +143.4% | -38.6% | +182.0% | +177.2% |
| 3Y | +249.2% | -11.3% | +260.5% | +249.7% |
| 5Y | +343.8% | -28.0% | +371.8% | +345.7% |
| All | +343.8% | -28.2% | +372.0% | +345.7% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling