+1.1%
TEL vs THC
+40.9%
-39.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.4% |
| 7D | +3.0% | -0.7% | +3.6% | +3.0% |
| 30D | -3.9% | +1.3% | -5.2% | -4.1% |
| 3M | -5.1% | +64.2% | -69.4% | -10.8% |
| 6M | +0.6% | +8.3% | -7.7% | -0.7% |
| YTD | -7.3% | +33.4% | -40.7% | -10.3% |
| 1Y | +1.1% | +37.7% | -36.5% | -3.2% |
| All | +1.1% | +40.9% | -39.7% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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