+208.1%
HD vs TEL
+301.9%
-93.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -1.8% | +1.2% | -3.0% | -2.4% |
| 30D | -10.8% | -4.1% | -6.7% | -9.2% |
| 3M | -2.7% | -2.6% | -0.1% | -2.0% |
| 6M | -10.3% | 0.0% | -10.3% | -11.5% |
| YTD | -7.8% | -9.1% | +1.2% | -5.5% |
| 1Y | -23.1% | -0.8% | -22.3% | -25.3% |
| 3Y | +2.0% | +67.4% | -65.4% | -26.9% |
| 5Y | +6.2% | +51.8% | -45.5% | -21.3% |
| All | +208.1% | +301.9% | -93.8% | +29.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling