+588.3%
HWM vs TEL
+47.1%
+541.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.6% |
| 7D | -1.8% | -0.9% | -0.8% | -1.2% |
| 30D | -2.7% | -0.2% | -2.4% | -2.5% |
| 3M | -22.7% | +2.0% | -24.8% | -23.8% |
| 6M | -18.9% | +6.4% | -25.4% | -22.6% |
| YTD | +7.1% | -3.2% | +10.3% | +6.5% |
| 1Y | +4.7% | -11.2% | +15.8% | +9.1% |
| 3Y | +345.6% | +79.8% | +265.8% | +183.7% |
| 5Y | +588.3% | +46.6% | +541.7% | +400.6% |
| All | +588.3% | +47.1% | +541.1% | +400.6% |
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