-30.9%
AMT vs TEL
+50.8%
-81.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.1% |
| 7D | +1.5% | +1.2% | +0.2% | +1.2% |
| 30D | +3.7% | -4.1% | +7.8% | +4.5% |
| 3M | -7.2% | -2.6% | -4.6% | -7.1% |
| 6M | -4.2% | 0.0% | -4.2% | -5.1% |
| YTD | +1.9% | -9.1% | +10.9% | +2.8% |
| 1Y | -6.4% | -0.8% | -5.5% | -8.0% |
| 3Y | +7.7% | +67.4% | -59.6% | -13.7% |
| 5Y | -30.9% | +51.8% | -82.7% | -44.0% |
| All | -30.9% | +50.8% | -81.7% | -44.0% |
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