+14,355.3%
TYL vs HRB
+3,613.7%
+10,741.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.2% | +1.9% | -1.2% |
| 7D | +6.7% | +2.7% | +4.0% | +6.0% |
| 30D | +26.5% | +22.1% | +4.5% | +20.5% |
| 3M | +37.3% | +15.7% | +21.6% | +31.9% |
| 6M | +31.2% | +83.3% | -52.2% | +12.1% |
| YTD | -7.4% | +25.0% | -32.4% | -13.3% |
| 1Y | -9.6% | +6.9% | -16.5% | -12.2% |
| 3Y | +1.9% | +39.0% | -37.1% | -8.8% |
| 5Y | -21.1% | +146.4% | -167.5% | -39.8% |
| 10Y | +171.8% | +254.4% | -82.6% | +73.1% |
| All | +14,355.3% | +3,613.7% | +10,741.6% | +4,984.4% |
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