+1,290.1%
HD vs TEL
+723.0%
+567.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | -2.1% | +3.0% | -5.0% | -3.4% |
| 30D | -8.4% | -3.9% | -4.5% | -6.9% |
| 3M | +4.3% | -5.1% | +9.5% | +6.2% |
| 6M | -11.1% | +0.6% | -11.7% | -12.4% |
| YTD | -4.7% | -7.3% | +2.6% | -3.2% |
| 1Y | -19.8% | +1.1% | -20.9% | -22.4% |
| 3Y | +4.1% | +63.7% | -59.6% | -21.1% |
| 5Y | +10.3% | +50.7% | -40.3% | -14.3% |
| 10Y | +203.2% | +290.2% | -87.0% | +47.7% |
| All | +1,290.1% | +723.0% | +567.0% | +318.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling