-7.2%
TYL vs BEN
+52.7%
-59.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.5% | -4.8% |
| 7D | -3.7% | +0.2% | -3.9% | -3.8% |
| 30D | +18.7% | -0.5% | +19.3% | +18.8% |
| 3M | +18.1% | +9.7% | +8.4% | +15.2% |
| 6M | -1.1% | +33.9% | -35.0% | -8.9% |
| YTD | -19.8% | +49.0% | -68.8% | -28.1% |
| 1Y | -34.3% | +42.1% | -76.4% | -40.5% |
| All | -7.2% | +52.7% | -59.8% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling