-38.6%
TYL vs HRB
-5.9%
-32.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.5% | +2.0% | -2.0% |
| 7D | -7.6% | -9.1% | +1.5% | -4.2% |
| 30D | +11.3% | +0.3% | +11.1% | +10.3% |
| 3M | +14.5% | +23.4% | -8.9% | +4.0% |
| 6M | -7.1% | +45.1% | -52.3% | -20.0% |
| YTD | -23.4% | +8.9% | -32.3% | -29.0% |
| 1Y | -38.6% | -7.9% | -30.6% | -40.7% |
| All | -38.6% | -5.9% | -32.7% | -40.7% |
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