+168.8%
TYL vs BUD
-8.7%
+177.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -0.8% |
| 7D | +3.5% | +1.3% | +2.2% | +3.2% |
| 30D | +26.9% | +10.0% | +16.9% | +24.6% |
| 3M | +33.8% | +1.6% | +32.3% | +33.4% |
| 6M | +28.8% | +6.5% | +22.3% | +27.1% |
| YTD | -7.9% | +34.8% | -42.7% | -14.1% |
| 1Y | -9.8% | +36.5% | -46.2% | -16.1% |
| 3Y | +1.2% | +49.0% | -47.8% | -9.0% |
| 5Y | -22.8% | +51.7% | -74.5% | -31.5% |
| 10Y | +168.8% | -7.5% | +176.3% | +151.3% |
| All | +168.8% | -8.7% | +177.5% | +151.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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