+992.0%
ASX vs TEL
+291.3%
+700.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.2% | +3.7% | +3.6% |
| 7D | +11.1% | +1.2% | +9.9% | +10.0% |
| 30D | +9.6% | -4.1% | +13.7% | +12.7% |
| 3M | +18.6% | -2.6% | +21.2% | +20.5% |
| 6M | +92.1% | 0.0% | +92.1% | +90.1% |
| YTD | +158.5% | -9.1% | +167.5% | +171.6% |
| 1Y | +271.9% | -0.8% | +272.7% | +267.6% |
| 3Y | +465.2% | +67.4% | +397.9% | +284.6% |
| 5Y | +479.4% | +51.8% | +427.7% | +318.4% |
| 10Y | +992.0% | +299.4% | +692.5% | +357.8% |
| All | +992.0% | +291.3% | +700.6% | +357.8% |
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