+696.3%
TEL vs DHI
+732.8%
-36.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +3.0% |
| 7D | +1.6% | -3.4% | +5.0% | +2.7% |
| 30D | -0.7% | -5.4% | +4.8% | +1.0% |
| 3M | +2.4% | -10.4% | +12.9% | +5.6% |
| 6M | +4.1% | -2.8% | +6.9% | +4.6% |
| YTD | -5.8% | -3.4% | -2.4% | -5.6% |
| 1Y | +0.9% | -22.9% | +23.8% | +7.9% |
| 3Y | +72.6% | +20.7% | +51.9% | +54.6% |
| 5Y | +57.5% | +62.1% | -4.6% | +25.9% |
| 10Y | +313.6% | +410.4% | -96.8% | +122.5% |
| All | +696.3% | +732.8% | -36.5% | +181.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling