+217.6%
BAC vs TEL
+283.7%
-66.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.4% |
| 7D | +3.2% | +4.5% | -1.3% | +0.4% |
| 30D | -0.7% | +2.9% | -3.6% | -2.9% |
| 3M | -20.0% | +1.1% | -21.1% | -21.3% |
| 6M | +3.4% | +5.0% | -1.6% | -1.7% |
| YTD | -5.7% | -3.9% | -1.9% | -7.5% |
| 1Y | -1.4% | -7.4% | +6.0% | -1.4% |
| 3Y | +97.9% | +81.0% | +16.9% | +20.9% |
| 5Y | +22.9% | +42.3% | -19.4% | -13.0% |
| All | +217.6% | +283.7% | -66.0% | +0.2% |
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 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