+275.1%
BLK vs TEL
+316.2%
-41.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.6% | -2.0% | -0.5% |
| 7D | -3.3% | +1.6% | -4.9% | -4.2% |
| 30D | -6.5% | -0.7% | -5.9% | -6.4% |
| 3M | +6.7% | +2.4% | +4.3% | +4.3% |
| 6M | +14.7% | +4.1% | +10.6% | +9.2% |
| YTD | +2.5% | -5.8% | +8.3% | +3.0% |
| 1Y | -2.8% | +0.9% | -3.7% | -7.4% |
| 3Y | +65.9% | +72.6% | -6.7% | +7.2% |
| 5Y | +33.0% | +57.5% | -24.6% | -10.0% |
| All | +275.1% | +316.2% | -41.1% | +37.4% |
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 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