+168.8%
TYL vs BEN
+70.4%
+98.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -6.9% | -2.4% |
| 7D | +3.5% | +12.2% | -8.7% | -0.1% |
| 30D | +26.9% | +12.1% | +14.8% | +22.4% |
| 3M | +33.8% | +7.3% | +26.5% | +30.6% |
| 6M | +28.8% | +17.9% | +11.0% | +21.7% |
| YTD | -7.9% | +55.4% | -63.3% | -20.4% |
| 1Y | -9.8% | +69.3% | -79.1% | -24.1% |
| 3Y | +1.2% | +82.8% | -81.6% | -19.1% |
| 5Y | -22.8% | +28.8% | -51.6% | -32.9% |
| 10Y | +168.8% | +53.9% | +114.9% | +116.2% |
| All | +168.8% | +70.4% | +98.4% | +116.2% |
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 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