+247.2%
AMAT vs TEL
+50.9%
+196.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.7% |
| 7D | -1.5% | +3.0% | -4.5% | -4.5% |
| 30D | -14.8% | -3.9% | -10.9% | -11.9% |
| 3M | -9.3% | -5.1% | -4.2% | -5.4% |
| 6M | +27.4% | +0.6% | +26.8% | +23.2% |
| YTD | +77.6% | -7.3% | +84.9% | +85.2% |
| 1Y | +188.9% | +1.1% | +187.8% | +175.1% |
| 3Y | +202.3% | +63.7% | +138.6% | +69.3% |
| All | +247.2% | +50.9% | +196.3% | +113.9% |
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