+565.7%
AMZN vs TEL
+316.2%
+249.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.6% | -1.6% | +0.3% |
| 7D | -0.7% | +1.6% | -2.3% | -1.4% |
| 30D | -3.9% | -0.7% | -3.3% | -3.9% |
| 3M | +6.3% | +2.4% | +3.9% | +4.3% |
| 6M | +20.8% | +4.1% | +16.6% | +16.2% |
| YTD | +11.2% | -5.8% | +17.1% | +11.5% |
| 1Y | +11.7% | +0.9% | +10.8% | +7.8% |
| 3Y | +79.4% | +72.6% | +6.8% | +30.7% |
| 5Y | +48.0% | +57.5% | -9.5% | +11.6% |
| All | +565.7% | +316.2% | +249.5% | +224.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling