+228.7%
HL vs TEL
+56.5%
+172.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.6% | -4.8% | -3.3% |
| 7D | -4.4% | +1.6% | -5.9% | -5.3% |
| 30D | +9.3% | -0.7% | +10.0% | +9.3% |
| 3M | +32.0% | +2.4% | +29.6% | +29.4% |
| 6M | -6.4% | +4.1% | -10.6% | -10.0% |
| YTD | +3.1% | -5.8% | +9.0% | +4.9% |
| 1Y | +77.6% | +0.9% | +76.7% | +73.1% |
| 3Y | +392.8% | +72.6% | +320.2% | +231.7% |
| All | +228.7% | +56.5% | +172.2% | +115.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling