+55.4%
TEL vs AHR
+356.1%
-300.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +3.7% |
| 7D | +1.6% | -2.1% | +3.7% | +1.9% |
| 30D | -0.7% | +1.9% | -2.5% | -1.0% |
| 3M | +2.4% | +15.7% | -13.2% | -0.5% |
| 6M | +4.1% | +2.5% | +1.6% | +3.4% |
| YTD | -5.8% | +15.0% | -20.8% | -8.6% |
| 1Y | +0.9% | +28.1% | -27.2% | -4.4% |
| All | +55.4% | +356.1% | -300.7% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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