+3.1%
HD vs TEL
+67.5%
-64.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.7% |
| 7D | -1.2% | -1.4% | +0.3% | -0.7% |
| 30D | -11.1% | -4.9% | -6.3% | -9.8% |
| 3M | +2.0% | +0.1% | +1.9% | +1.7% |
| 6M | -10.5% | +0.4% | -10.8% | -11.1% |
| YTD | -6.9% | -8.9% | +2.1% | -5.3% |
| 1Y | -23.2% | -0.3% | -22.9% | -24.9% |
| 3Y | +3.1% | +67.6% | -64.5% | -20.7% |
| All | +3.1% | +67.5% | -64.5% | -20.7% |
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