+187.8%
TYL vs BEN
+58.7%
+129.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +0.8% | +6.8% | -6.0% | -1.1% |
| 30D | +21.1% | +18.0% | +3.1% | +15.1% |
| 3M | +28.9% | +7.5% | +21.4% | +25.7% |
| 6M | +42.0% | +14.7% | +27.3% | +35.3% |
| YTD | -6.6% | +56.1% | -62.7% | -19.4% |
| 1Y | -9.1% | +69.6% | -78.7% | -23.6% |
| 3Y | +1.8% | +87.7% | -85.8% | -19.3% |
| 5Y | -22.9% | +28.6% | -51.6% | -33.0% |
| All | +187.8% | +58.7% | +129.1% | +130.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling