-8.6%
TEL vs USAR
-49.3%
+40.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.9% | +6.1% | +0.8% |
| 7D | -0.5% | -21.8% | +21.3% | +2.2% |
| 30D | +0.6% | -39.9% | +40.5% | +5.8% |
| 3M | +2.0% | -52.5% | +54.5% | +9.5% |
| 6M | +8.1% | -67.9% | +76.1% | +19.6% |
| YTD | -2.2% | -31.1% | +28.9% | -3.3% |
| 1Y | -8.6% | -49.8% | +41.2% | -5.7% |
| All | -8.6% | -49.3% | +40.7% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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