+10.1%
UNH vs TEL
+1.5%
+8.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.6% | -5.9% | -2.4% |
| 7D | -4.5% | +1.6% | -6.1% | -4.5% |
| 30D | -6.5% | -0.7% | -5.9% | -6.5% |
| 3M | -6.0% | +2.4% | -8.4% | -6.0% |
| 6M | +33.7% | +4.1% | +29.5% | +32.8% |
| YTD | +16.4% | -5.8% | +22.2% | +14.3% |
| 1Y | +10.1% | +0.9% | +9.2% | +6.5% |
| All | +10.1% | +1.5% | +8.6% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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