+1.5%
HON vs TEL
+56.5%
-55.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -1.3% |
| 7D | -3.5% | +1.6% | -5.0% | -4.1% |
| 30D | -13.8% | -0.7% | -13.1% | -13.7% |
| 3M | -11.7% | +2.4% | -14.1% | -13.0% |
| 6M | -18.7% | +4.1% | -22.9% | -21.0% |
| YTD | +0.2% | -5.8% | +6.1% | +0.7% |
| 1Y | -3.1% | +0.9% | -3.9% | -6.1% |
| 3Y | +17.0% | +72.6% | -55.6% | -14.1% |
| All | +1.5% | +56.5% | -55.0% | -23.4% |
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 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