+72.6%
TEL vs DHI
+21.1%
+51.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.2% |
| 7D | +1.6% | -3.4% | +5.0% | +2.4% |
| 30D | -0.7% | -5.4% | +4.8% | +0.6% |
| 3M | +2.4% | -10.4% | +12.9% | +4.8% |
| 6M | +4.1% | -2.8% | +6.9% | +4.5% |
| YTD | -5.8% | -3.4% | -2.4% | -5.5% |
| 1Y | +0.9% | -22.9% | +23.8% | +5.4% |
| 3Y | +72.6% | +20.7% | +51.9% | +48.7% |
| All | +72.6% | +21.1% | +51.5% | +48.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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