+12,412.3%
TYL vs HRB
+3,357.9%
+9,054.4%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -3.0% |
| 7D | -3.7% | -5.7% | +2.0% | -2.3% |
| 30D | +18.7% | +7.9% | +10.8% | +16.0% |
| 3M | +18.1% | +32.1% | -14.0% | +9.9% |
| 6M | -1.1% | +62.2% | -63.4% | -13.0% |
| YTD | -19.8% | +16.4% | -36.2% | -23.6% |
| 1Y | -34.3% | -0.3% | -34.0% | -35.2% |
| 3Y | -8.2% | +36.0% | -44.3% | -17.4% |
| 5Y | -25.4% | +125.2% | -150.6% | -41.9% |
| 10Y | +115.6% | +237.7% | -122.1% | +38.8% |
| All | +12,412.3% | +3,357.9% | +9,054.4% | +4,378.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling