+180.8%
TYL vs GEN
+151.0%
+29.8%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.6% |
| 7D | +4.3% | +1.0% | +3.3% | +4.0% |
| 30D | +28.0% | +29.1% | -1.1% | +19.0% |
| 3M | +32.3% | +2.9% | +29.4% | +30.5% |
| 6M | +29.9% | +33.6% | -3.7% | +19.5% |
| YTD | -7.1% | +12.0% | -19.2% | -10.8% |
| 1Y | -9.2% | +16.2% | -25.4% | -13.6% |
| 3Y | +0.7% | +65.1% | -64.4% | -12.7% |
| 5Y | -21.1% | +33.3% | -54.4% | -29.1% |
| 10Y | +180.8% | +149.7% | +31.1% | +107.9% |
| All | +180.8% | +151.0% | +29.8% | +107.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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