-22.8%
TYL vs GEN
+27.3%
-50.1%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +3.5% | -0.3% | +3.8% | +3.7% |
| 30D | +26.9% | +28.2% | -1.3% | +15.0% |
| 3M | +33.8% | +2.6% | +31.2% | +31.5% |
| 6M | +28.8% | +32.7% | -3.8% | +14.7% |
| YTD | -7.9% | +11.3% | -19.1% | -12.6% |
| 1Y | -9.8% | +17.9% | -27.7% | -16.2% |
| 3Y | +1.2% | +66.3% | -65.1% | -18.9% |
| 5Y | -22.8% | +31.7% | -54.5% | -36.9% |
| All | -22.8% | +27.3% | -50.1% | -36.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling