+27.5%
HAL vs TEL
-10.5%
+38.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.1% |
| 7D | +6.1% | +4.5% | +1.6% | +6.0% |
| 30D | +2.9% | +2.9% | 0.0% | +2.9% |
| 3M | +3.3% | +1.1% | +2.2% | +3.4% |
| 6M | -16.9% | +5.0% | -21.9% | -16.7% |
| YTD | +21.2% | -3.9% | +25.1% | +20.9% |
| 1Y | +27.5% | -7.4% | +35.0% | +29.3% |
| All | +27.5% | -10.5% | +38.0% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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