+75.9%
UBER vs TYL
+61.8%
+14.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.5% | +1.0% | -1.0% |
| 7D | -2.8% | -7.6% | +4.8% | +1.5% |
| 30D | -2.5% | +11.3% | -13.8% | -8.4% |
| 3M | +4.4% | +14.5% | -10.1% | -4.3% |
| 6M | -2.7% | -7.1% | +4.5% | -0.4% |
| YTD | -10.5% | -23.4% | +12.9% | +0.8% |
| 1Y | -22.5% | -38.6% | +16.1% | -0.2% |
| 3Y | +54.8% | -11.3% | +66.1% | +46.9% |
| 5Y | +82.5% | -28.0% | +110.5% | +95.9% |
| All | +75.9% | +61.8% | +14.1% | +4.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling