+25.0%
HL vs TEL
-8.6%
+33.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +0.2% | +13.0% | +13.0% |
| 7D | +0.2% | -0.5% | +0.7% | +0.6% |
| 30D | -12.1% | +0.6% | -12.7% | -12.3% |
| 3M | -2.8% | +2.0% | -4.8% | -3.9% |
| 6M | -14.9% | +8.1% | -23.0% | -18.7% |
| YTD | -22.0% | -2.2% | -19.9% | -24.4% |
| 1Y | +25.0% | -8.6% | +33.6% | +28.3% |
| All | +25.0% | -8.6% | +33.6% | +28.3% |
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