+3,975.5%
APH vs TEL
+762.9%
+3,212.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.7% | +2.5% | +4.4% |
| 7D | +1.1% | +0.6% | +0.5% | +1.0% |
| 30D | -7.5% | +0.2% | -7.7% | -7.3% |
| 3M | -4.4% | +1.5% | -6.0% | -5.0% |
| 6M | +26.5% | +6.9% | +19.6% | +21.0% |
| YTD | +20.0% | -2.8% | +22.9% | +22.8% |
| 1Y | +16.9% | -8.8% | +25.6% | +24.7% |
| 3Y | +288.5% | +84.3% | +204.2% | +158.8% |
| 5Y | +310.3% | +46.8% | +263.5% | +214.4% |
| 10Y | +951.3% | +294.7% | +656.6% | +314.6% |
| All | +3,975.5% | +762.9% | +3,212.7% | +756.5% |
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