+73.1%
BAC vs TEL
+50.8%
+22.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | +0.6% | +1.2% | -0.6% | 0.0% |
| 30D | -1.4% | -4.1% | +2.7% | +0.3% |
| 3M | +15.7% | -2.6% | +18.3% | +16.2% |
| 6M | +32.2% | 0.0% | +32.2% | +29.5% |
| YTD | +15.8% | -9.1% | +24.8% | +17.9% |
| 1Y | +27.3% | -0.8% | +28.1% | +22.3% |
| 3Y | +137.5% | +67.4% | +70.1% | +64.2% |
| 5Y | +73.1% | +51.8% | +21.3% | +20.2% |
| All | +73.1% | +50.8% | +22.2% | +20.2% |
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 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