-32.2%
AAL vs TEL
+50.4%
-82.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.9% | -2.3% | +1.4% | +0.9% |
| 30D | -16.0% | -6.1% | -9.9% | -12.1% |
| 3M | -4.2% | +1.7% | -5.9% | -6.1% |
| 6M | +15.7% | +1.6% | +14.0% | +11.7% |
| YTD | -16.2% | -9.1% | -7.1% | -12.6% |
| 1Y | +0.2% | -1.7% | +1.9% | -3.5% |
| 3Y | -8.1% | +67.3% | -75.4% | -47.0% |
| 5Y | -32.2% | +52.1% | -84.3% | -57.3% |
| All | -32.2% | +50.4% | -82.6% | -57.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling