+0.9%
TEL vs XHB
-14.9%
+15.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +2.7% |
| 7D | +1.6% | -4.6% | +6.2% | +4.3% |
| 30D | -0.7% | -9.1% | +8.5% | +4.9% |
| 3M | +2.4% | -8.6% | +11.0% | +7.4% |
| 6M | +4.1% | -4.0% | +8.2% | +5.4% |
| YTD | -5.8% | -3.9% | -1.9% | -4.1% |
| 1Y | +0.9% | -16.5% | +17.3% | +8.3% |
| All | +0.9% | -14.9% | +15.8% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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