+50.7%
TEL vs HAS
+10.2%
+40.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -0.9% |
| 7D | -1.4% | -3.1% | +1.7% | -0.3% |
| 30D | -4.9% | -2.7% | -2.2% | -4.0% |
| 3M | +0.1% | +8.9% | -8.8% | -3.1% |
| 6M | +0.4% | -2.9% | +3.3% | +0.6% |
| YTD | -8.9% | +12.6% | -21.6% | -13.9% |
| 1Y | -0.3% | +17.5% | -17.8% | -7.4% |
| 3Y | +67.6% | +46.2% | +21.4% | +40.5% |
| 5Y | +50.7% | +12.6% | +38.1% | +54.8% |
| All | +50.7% | +10.2% | +40.5% | +54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling