+37.0%
HPQ vs TEL
+71.6%
-34.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +3.6% | +4.8% | +6.7% |
| 7D | +9.8% | +1.6% | +8.2% | +9.1% |
| 30D | +22.4% | -0.7% | +23.0% | +22.5% |
| 3M | +45.2% | +2.4% | +42.7% | +42.9% |
| 6M | +96.4% | +4.1% | +92.3% | +88.3% |
| YTD | +65.4% | -5.8% | +71.2% | +65.7% |
| 1Y | +31.6% | +0.9% | +30.7% | +24.8% |
| 3Y | +37.0% | +72.6% | -35.6% | -10.3% |
| All | +37.0% | +71.6% | -34.6% | -10.3% |
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 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