-8.6%
TEL vs HAS
+66.3%
-74.9%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | -0.6% |
| 7D | -0.5% | +2.4% | -2.9% | -1.1% |
| 30D | +0.6% | +31.6% | -31.0% | -7.5% |
| 3M | +2.0% | +33.9% | -31.9% | -6.8% |
| 6M | +8.1% | +31.4% | -23.3% | -1.7% |
| YTD | -2.2% | +51.6% | -53.8% | -17.9% |
| 1Y | -8.6% | +65.2% | -73.8% | -27.2% |
| All | -8.6% | +66.3% | -74.9% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling