-34.3%
TYL vs HRB
+1.1%
-35.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -2.5% |
| 7D | -3.7% | -5.7% | +2.0% | -1.5% |
| 30D | +18.7% | +7.9% | +10.8% | +14.4% |
| 3M | +18.1% | +32.1% | -14.0% | +4.5% |
| 6M | -1.1% | +62.2% | -63.4% | -18.8% |
| YTD | -19.8% | +16.4% | -36.2% | -27.4% |
| 1Y | -34.3% | -0.3% | -34.0% | -38.3% |
| All | -34.3% | +1.1% | -35.4% | -38.3% |
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