+3,666.5%
APH vs TEL
+716.6%
+2,949.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.9% |
| 7D | -5.9% | -2.8% | -3.1% | -3.9% |
| 30D | -14.8% | -4.1% | -10.7% | -12.2% |
| 3M | -12.4% | -3.4% | -9.0% | -10.1% |
| 6M | +8.1% | -3.5% | +11.6% | +10.7% |
| YTD | +10.9% | -8.0% | +19.0% | +17.7% |
| 1Y | +8.8% | -13.7% | +22.5% | +20.3% |
| 3Y | +262.1% | +71.9% | +190.1% | +152.4% |
| 5Y | +283.1% | +40.9% | +242.3% | +201.5% |
| 10Y | +908.1% | +293.3% | +614.8% | +299.0% |
| All | +3,666.5% | +716.6% | +2,949.9% | +720.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling