+27.5%
BAC vs TEL
-1.1%
+28.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -0.3% | -2.3% | +2.0% | +0.2% |
| 30D | -1.8% | -6.1% | +4.3% | -0.6% |
| 3M | +15.3% | +1.7% | +13.6% | +14.4% |
| 6M | +30.2% | +1.6% | +28.5% | +28.5% |
| YTD | +15.6% | -9.1% | +24.6% | +15.9% |
| 1Y | +27.5% | -1.7% | +29.1% | +24.5% |
| All | +27.5% | -1.1% | +28.6% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling