+224.5%
TEL vs INVH
+75.5%
+149.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +1.1% |
| 7D | -2.3% | -3.1% | +0.8% | -0.8% |
| 30D | -6.1% | -7.5% | +1.4% | -2.5% |
| 3M | +1.7% | -6.3% | +8.0% | +4.6% |
| 6M | +1.6% | +9.4% | -7.8% | -3.6% |
| YTD | -9.1% | +1.4% | -10.5% | -10.7% |
| 1Y | -1.7% | -4.1% | +2.4% | -0.9% |
| 3Y | +67.3% | -9.2% | +76.5% | +70.0% |
| 5Y | +52.1% | -19.6% | +71.7% | +62.9% |
| All | +224.5% | +75.5% | +149.0% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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