-43.2%
INTU vs TYL
-23.0%
-20.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +0.1% | +0.8% | -0.8% | -0.5% |
| 30D | +10.1% | +21.1% | -11.1% | -3.8% |
| 3M | -4.2% | +28.9% | -33.1% | -19.9% |
| 6M | -7.2% | +42.0% | -49.3% | -27.3% |
| YTD | -47.7% | -6.6% | -41.1% | -46.0% |
| 1Y | -46.7% | -9.1% | -37.6% | -44.0% |
| 3Y | -34.1% | +1.8% | -35.9% | -40.5% |
| All | -43.2% | -23.0% | -20.2% | -37.9% |
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