+444.6%
ASX vs TEL
+52.2%
+392.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | -0.7% | +3.0% | -3.7% | -3.1% |
| 30D | +2.0% | -3.9% | +5.9% | +5.1% |
| 3M | -1.3% | -5.1% | +3.8% | +2.6% |
| 6M | +71.4% | +0.6% | +70.8% | +68.1% |
| YTD | +135.3% | -7.3% | +142.6% | +144.3% |
| 1Y | +267.5% | +1.1% | +266.3% | +254.0% |
| 3Y | +388.5% | +63.7% | +324.8% | +206.8% |
| All | +444.6% | +52.2% | +392.4% | +247.1% |
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 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