-9.9%
TYL vs HIG
+12.7%
-22.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.4% | +2.3% | +3.5% |
| 7D | +17.3% | +6.2% | +11.1% | +14.0% |
| 30D | +28.9% | +9.4% | +19.5% | +24.4% |
| 3M | +35.1% | -2.3% | +37.4% | +35.4% |
| 6M | +29.3% | +4.2% | +25.2% | +27.0% |
| YTD | -6.8% | +1.6% | -8.3% | -8.7% |
| 1Y | -9.9% | +9.9% | -19.8% | -12.8% |
| All | -9.9% | +12.7% | -22.6% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 1y: compounded portfolio wealth divided by compounded HIG 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…
1y analysis · Full analysis span regression · 6 months rolling