+0.9%
TEL vs USAR
+13.1%
-12.2%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.0% | +6.6% | +3.8% |
| 7D | +1.6% | -11.6% | +13.2% | +2.5% |
| 30D | -0.7% | -15.5% | +14.8% | +0.5% |
| 3M | +2.4% | -31.0% | +33.5% | +4.8% |
| 6M | +4.1% | -26.2% | +30.3% | +4.9% |
| YTD | -5.8% | +30.8% | -36.6% | -8.6% |
| 1Y | +0.9% | +7.1% | -6.2% | -0.4% |
| All | +0.9% | +13.1% | -12.2% | -0.4% |
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