+78.2%
HBAN vs TEL
+71.6%
+6.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -0.8% |
| 7D | -1.0% | +1.6% | -2.6% | -1.7% |
| 30D | -5.6% | -0.7% | -4.9% | -5.5% |
| 3M | -1.1% | +2.4% | -3.6% | -2.9% |
| 6M | +9.9% | +4.1% | +5.8% | +5.8% |
| YTD | -0.9% | -5.8% | +4.9% | -0.8% |
| 1Y | -1.4% | +0.9% | -2.3% | -6.6% |
| 3Y | +78.2% | +72.6% | +5.6% | +11.8% |
| All | +78.2% | +71.6% | +6.6% | +11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling