+358.8%
APP vs TEL
+49.6%
+309.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -1.0% |
| 7D | +0.1% | -1.4% | +1.5% | +1.2% |
| 30D | -10.0% | -4.9% | -5.2% | -6.3% |
| 3M | -44.6% | +0.1% | -44.7% | -45.4% |
| 6M | -37.9% | +0.4% | -38.2% | -41.0% |
| YTD | -53.7% | -8.9% | -44.8% | -51.2% |
| 1Y | -43.0% | -0.3% | -42.7% | -45.9% |
| 3Y | +640.8% | +67.6% | +573.1% | +275.7% |
| 5Y | +358.8% | +50.7% | +308.2% | +169.0% |
| All | +358.8% | +49.6% | +309.3% | +169.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling