+147.1%
AMAT vs TEL
+46.8%
+100.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +5.7% | +5.7% | +5.8% |
| 7D | -1.1% | +0.6% | -1.6% | -0.8% |
| 30D | -26.9% | +0.2% | -27.1% | -26.5% |
| 3M | -31.2% | +1.5% | -32.7% | -32.2% |
| 6M | -14.7% | +6.9% | -21.6% | -20.6% |
| YTD | +44.7% | -2.8% | +47.5% | +44.9% |
| 1Y | +62.0% | -8.8% | +70.7% | +72.9% |
| 3Y | +165.0% | +84.3% | +80.7% | +30.8% |
| 5Y | +147.1% | +46.8% | +100.3% | +55.3% |
| All | +147.1% | +46.8% | +100.3% | +55.3% |
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