+295.2%
TEL vs PH
+804.8%
-509.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.9% |
| 7D | -2.3% | -3.1% | +0.8% | -0.4% |
| 30D | -6.1% | -11.8% | +5.7% | +1.3% |
| 3M | +1.7% | +6.9% | -5.2% | -3.0% |
| 6M | +1.6% | -1.3% | +2.9% | +1.7% |
| YTD | -9.1% | +7.0% | -16.0% | -13.4% |
| 1Y | -1.7% | +23.1% | -24.8% | -14.4% |
| 3Y | +67.3% | +135.4% | -68.1% | -5.4% |
| 5Y | +52.1% | +250.3% | -198.2% | -34.2% |
| All | +295.2% | +804.8% | -509.6% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling