-9.9%
TYL vs HRB
+16.9%
-26.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.4% | +0.3% | +2.9% |
| 7D | +17.3% | +16.0% | +1.2% | +10.4% |
| 30D | +28.9% | +32.1% | -3.2% | +15.4% |
| 3M | +35.1% | +21.5% | +13.6% | +23.8% |
| 6M | +29.3% | +82.1% | -52.8% | +1.7% |
| YTD | -6.8% | +31.6% | -38.4% | -20.4% |
| 1Y | -9.9% | +15.9% | -25.8% | -19.0% |
| All | -9.9% | +16.9% | -26.8% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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