-9.9%
TYL vs BEN
+56.2%
-66.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.7% | 0.0% | +4.1% |
| 7D | +17.3% | +6.7% | +10.5% | +16.3% |
| 30D | +28.9% | +3.0% | +25.9% | +28.3% |
| 3M | +35.1% | -4.3% | +39.4% | +35.8% |
| 6M | +29.3% | +16.4% | +13.0% | +24.4% |
| YTD | -6.8% | +46.8% | -53.5% | -14.8% |
| 1Y | -9.9% | +57.3% | -67.3% | -18.2% |
| All | -9.9% | +56.2% | -66.1% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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