+124.8%
AAPL vs TEL
+50.4%
+74.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -2.3% | +1.8% | +0.6% |
| 30D | +7.1% | -6.1% | +13.2% | +10.1% |
| 3M | +12.1% | +1.7% | +10.4% | +10.4% |
| 6M | +25.4% | +1.6% | +23.8% | +21.3% |
| YTD | +20.5% | -9.1% | +29.5% | +22.4% |
| 1Y | +44.5% | -1.7% | +46.2% | +38.7% |
| 3Y | +85.8% | +67.3% | +18.4% | +22.3% |
| 5Y | +124.8% | +52.1% | +72.7% | +51.4% |
| All | +124.8% | +50.4% | +74.4% | +51.4% |
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