+1,227.8%
BE vs TEL
+50.8%
+1,177.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.7% |
| 7D | +23.9% | +1.2% | +22.7% | +22.1% |
| 30D | +27.8% | -4.1% | +32.0% | +33.7% |
| 3M | +3.7% | -2.6% | +6.3% | +6.6% |
| 6M | +78.0% | 0.0% | +77.9% | +73.6% |
| YTD | +209.9% | -9.1% | +219.0% | +236.2% |
| 1Y | +389.6% | -0.8% | +390.4% | +399.2% |
| 3Y | +1,730.6% | +67.4% | +1,663.2% | +859.3% |
| 5Y | +1,227.8% | +51.8% | +1,176.1% | +717.4% |
| All | +1,227.8% | +50.8% | +1,177.0% | +717.4% |
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 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