-35.9%
APP vs TEL
+2.3%
-38.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.5% |
| 7D | +0.9% | +3.0% | -2.1% | -1.2% |
| 30D | -23.3% | -3.9% | -19.4% | -21.3% |
| 3M | -42.6% | -5.1% | -37.5% | -40.9% |
| 6M | -33.6% | +0.6% | -34.2% | -36.6% |
| YTD | -52.4% | -7.3% | -45.1% | -51.6% |
| 1Y | -35.9% | +1.1% | -37.0% | -33.1% |
| All | -35.9% | +2.3% | -38.2% | -33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling