+180.8%
TYL vs IBN
+364.2%
-183.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | +4.3% | +15.8% | -11.5% | +1.0% |
| 30D | +28.0% | +25.1% | +2.9% | +21.9% |
| 3M | +32.3% | +16.0% | +16.4% | +28.1% |
| 6M | +29.9% | +32.8% | -2.9% | +22.1% |
| YTD | -7.1% | +18.0% | -25.1% | -10.7% |
| 1Y | -9.2% | +15.9% | -25.1% | -12.4% |
| 3Y | +0.7% | +57.6% | -56.9% | -10.0% |
| 5Y | -21.1% | +74.7% | -95.7% | -31.2% |
| 10Y | +180.8% | +373.9% | -193.1% | +108.8% |
| All | +180.8% | +364.2% | -183.3% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling