-23.1%
TYL vs HRB
+140.6%
-163.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.5% |
| 7D | +0.8% | -5.1% | +5.9% | +2.3% |
| 30D | +21.1% | +8.7% | +12.5% | +18.5% |
| 3M | +28.9% | -5.4% | +34.3% | +30.7% |
| 6M | +42.0% | +41.6% | +0.5% | +29.4% |
| YTD | -6.6% | +18.7% | -25.2% | -12.9% |
| 1Y | -9.1% | +16.4% | -25.5% | -14.9% |
| 3Y | +1.8% | +22.0% | -20.1% | -7.4% |
| All | -23.1% | +140.6% | -163.7% | -38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling