+7,058.5%
TYL vs IBN
+1,726.4%
+5,332.1%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.2% | -6.5% | -3.1% |
| 7D | +6.7% | +15.1% | -8.4% | +3.9% |
| 30D | +26.5% | +21.6% | +4.9% | +22.0% |
| 3M | +37.3% | +11.2% | +26.1% | +34.6% |
| 6M | +31.2% | +27.8% | +3.4% | +25.3% |
| YTD | -7.4% | +14.7% | -22.0% | -10.0% |
| 1Y | -9.6% | +14.4% | -24.0% | -12.1% |
| 3Y | +1.9% | +52.1% | -50.2% | -6.7% |
| 5Y | -21.1% | +70.7% | -91.8% | -29.3% |
| 10Y | +171.8% | +385.5% | -213.8% | +91.8% |
| All | +7,058.5% | +1,726.4% | +5,332.1% | +3,356.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling