+504.7%
ASX vs TEL
+47.1%
+457.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.6% |
| 7D | -9.1% | -0.9% | -8.2% | -7.4% |
| 30D | -23.6% | -0.2% | -23.3% | -22.2% |
| 3M | -5.6% | +2.0% | -7.6% | -5.8% |
| 6M | +4.7% | +6.4% | -1.7% | +0.8% |
| YTD | +122.6% | -3.2% | +125.8% | +126.7% |
| 1Y | +133.0% | -11.2% | +144.2% | +154.1% |
| 3Y | +367.1% | +79.8% | +287.4% | +172.4% |
| 5Y | +504.7% | +46.6% | +458.2% | +302.3% |
| All | +504.7% | +47.1% | +457.6% | +302.3% |
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