+16.0%
AMT vs TEL
+79.6%
-63.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.0% |
| 7D | +1.5% | +4.5% | -3.0% | +1.5% |
| 30D | +6.8% | +2.9% | +3.9% | +6.8% |
| 3M | +11.2% | +1.1% | +10.1% | +11.2% |
| 6M | +12.5% | +5.0% | +7.5% | +12.5% |
| YTD | +12.5% | -3.9% | +16.4% | +12.4% |
| 1Y | +10.1% | -7.4% | +17.6% | +9.9% |
| 3Y | +16.0% | +81.0% | -65.0% | +6.3% |
| All | +16.0% | +79.6% | -63.6% | +6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling