+42.1%
U vs TYL
-8.8%
+50.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.2% |
| 7D | +2.6% | +0.8% | +1.7% | +2.2% |
| 30D | +27.6% | +21.1% | +6.4% | +16.4% |
| 3M | +15.3% | +28.9% | -13.6% | +1.0% |
| 6M | +96.4% | +42.0% | +54.4% | +60.8% |
| YTD | +19.6% | -6.6% | +26.1% | +16.3% |
| 1Y | +42.1% | -9.1% | +51.2% | +36.2% |
| All | +42.1% | -8.8% | +50.9% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TYL.
Daily Out/Under-Performance
Portfolio return minus TYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TYL 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 1y: compounded portfolio wealth divided by compounded TYL 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…
1y analysis · Full analysis span regression · 6 months rolling