+147.1%
AMAT vs TEL
+42.2%
+104.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.1% | -2.1% |
| 7D | +11.4% | +4.5% | +6.8% | +7.0% |
| 30D | -17.0% | +2.9% | -19.9% | -18.7% |
| 3M | -30.6% | +1.1% | -31.8% | -31.3% |
| 6M | -14.9% | +5.0% | -19.9% | -19.0% |
| YTD | +44.7% | -3.9% | +48.6% | +46.5% |
| 1Y | +66.9% | -7.4% | +74.3% | +75.5% |
| 3Y | +153.3% | +81.0% | +72.3% | +27.5% |
| All | +147.1% | +42.2% | +104.9% | +58.2% |
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