+1,773.8%
HWM vs TEL
+293.8%
+1,480.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -2.1% | +3.0% | -5.1% | -4.2% |
| 30D | -11.0% | -3.9% | -7.1% | -8.7% |
| 3M | +4.0% | -5.1% | +9.1% | +6.8% |
| 6M | -0.2% | +0.6% | -0.8% | -3.2% |
| YTD | +26.7% | -7.3% | +33.9% | +29.1% |
| 1Y | +44.7% | +1.1% | +43.6% | +36.5% |
| 3Y | +426.1% | +63.7% | +362.4% | +222.1% |
| 5Y | +738.5% | +50.7% | +687.8% | +438.4% |
| All | +1,773.8% | +293.8% | +1,480.0% | +433.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling