+2,014.2%
ASX vs TEL
+759.0%
+1,255.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.7% | +3.5% |
| 7D | -9.1% | -0.9% | -8.2% | -7.8% |
| 30D | -23.6% | -0.2% | -23.3% | -22.5% |
| 3M | -5.6% | +2.0% | -7.6% | -5.6% |
| 6M | +4.7% | +6.4% | -1.7% | +2.0% |
| YTD | +122.6% | -3.2% | +125.8% | +127.5% |
| 1Y | +133.0% | -11.2% | +144.2% | +150.2% |
| 3Y | +367.1% | +79.8% | +287.4% | +230.0% |
| 5Y | +504.7% | +46.6% | +458.2% | +382.0% |
| 10Y | +887.2% | +288.1% | +599.1% | +343.9% |
| All | +2,014.2% | +759.0% | +1,255.2% | +434.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling