+180.8%
TYL vs DRI
+343.2%
-162.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.9% |
| 7D | +4.3% | +4.2% | +0.1% | +3.4% |
| 30D | +28.0% | +15.7% | +12.3% | +24.2% |
| 3M | +32.3% | +5.8% | +26.6% | +30.7% |
| 6M | +29.9% | +18.4% | +11.5% | +25.3% |
| YTD | -7.1% | +28.2% | -35.3% | -12.2% |
| 1Y | -9.2% | +35.9% | -45.1% | -15.3% |
| 3Y | +0.7% | +67.7% | -67.0% | -10.9% |
| 5Y | -21.1% | +77.9% | -98.9% | -31.5% |
| 10Y | +180.8% | +338.7% | -157.9% | +122.2% |
| All | +180.8% | +343.2% | -162.4% | +122.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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