+153.8%
B vs TEL
+49.6%
+104.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -0.9% |
| 7D | +2.3% | -1.4% | +3.8% | +2.7% |
| 30D | +1.4% | -4.9% | +6.2% | +2.7% |
| 3M | +12.2% | +0.1% | +12.1% | +11.9% |
| 6M | -2.1% | +0.4% | -2.5% | -2.6% |
| YTD | +2.9% | -8.9% | +11.9% | +4.7% |
| 1Y | +55.3% | -0.3% | +55.6% | +54.8% |
| 3Y | +198.7% | +67.6% | +131.1% | +159.5% |
| 5Y | +153.8% | +50.7% | +103.1% | +116.0% |
| All | +153.8% | +49.6% | +104.2% | +116.0% |
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 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