-8.6%
TEL vs HRB
+16.9%
-25.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.4% | -4.2% | +0.4% |
| 7D | -0.5% | +16.0% | -16.5% | +0.1% |
| 30D | +0.6% | +32.1% | -31.5% | +1.4% |
| 3M | +2.0% | +21.5% | -19.5% | +2.6% |
| 6M | +8.1% | +82.1% | -74.0% | +9.6% |
| YTD | -2.2% | +31.6% | -33.8% | -0.2% |
| 1Y | -8.6% | +15.9% | -24.5% | -4.5% |
| All | -8.6% | +16.9% | -25.5% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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