+2,135.2%
ASX vs TEL
+723.0%
+1,412.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.4% |
| 7D | -0.7% | +3.0% | -3.7% | -2.5% |
| 30D | +2.0% | -3.9% | +5.9% | +4.4% |
| 3M | -1.3% | -5.1% | +3.8% | +1.8% |
| 6M | +71.4% | +0.6% | +70.8% | +69.9% |
| YTD | +135.3% | -7.3% | +142.6% | +143.7% |
| 1Y | +267.5% | +1.1% | +266.3% | +261.4% |
| 3Y | +388.5% | +63.7% | +324.8% | +260.3% |
| 5Y | +417.1% | +50.7% | +366.4% | +301.1% |
| 10Y | +872.7% | +290.2% | +582.6% | +331.5% |
| All | +2,135.2% | +723.0% | +1,412.1% | +472.2% |
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