+207.7%
B vs TEL
+301.9%
-94.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | +1.0% | +1.2% | -0.2% | +0.8% |
| 30D | +9.5% | -4.1% | +13.6% | +10.3% |
| 3M | +14.3% | -2.6% | +16.9% | +14.8% |
| 6M | -1.9% | 0.0% | -1.9% | -2.1% |
| YTD | +4.1% | -9.1% | +13.1% | +5.6% |
| 1Y | +56.1% | -0.8% | +56.9% | +56.1% |
| 3Y | +202.0% | +67.4% | +134.6% | +174.0% |
| 5Y | +158.8% | +51.8% | +107.1% | +135.1% |
| All | +207.7% | +301.9% | -94.2% | +141.4% |
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