+14,355.3%
TYL vs BEN
+4,818.7%
+9,536.7%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.7% | -7.0% | -3.7% |
| 7D | +6.7% | +6.6% | +0.1% | +4.4% |
| 30D | +26.5% | +3.8% | +22.7% | +24.8% |
| 3M | +37.3% | +0.2% | +37.1% | +36.7% |
| 6M | +31.2% | +10.4% | +20.7% | +26.0% |
| YTD | -7.4% | +46.2% | -53.5% | -18.8% |
| 1Y | -9.6% | +52.3% | -61.8% | -21.8% |
| 3Y | +1.9% | +65.9% | -64.0% | -16.5% |
| 5Y | -21.1% | +20.6% | -41.7% | -28.9% |
| 10Y | +171.8% | +64.8% | +107.0% | +105.4% |
| All | +14,355.3% | +4,818.7% | +9,536.7% | +4,525.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling