+367.9%
APP vs TEL
+69.7%
+298.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.1% | -2.1% |
| 7D | -4.4% | +1.2% | -5.6% | -5.6% |
| 30D | -10.0% | -4.1% | -5.9% | -7.1% |
| 3M | -41.4% | -2.6% | -38.9% | -40.5% |
| 6M | -41.0% | 0.0% | -41.0% | -43.6% |
| YTD | -54.7% | -9.1% | -45.7% | -52.2% |
| 1Y | -45.3% | -0.8% | -44.5% | -47.6% |
| 3Y | +624.3% | +67.4% | +556.9% | +285.6% |
| 5Y | +329.1% | +51.8% | +277.4% | +153.7% |
| All | +367.9% | +69.7% | +298.2% | +164.8% |
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