+45.6%
BMY vs TEL
-8.6%
+54.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.2% | +3.8% | +4.0% |
| 7D | +6.0% | -0.5% | +6.4% | +6.0% |
| 30D | +9.1% | +0.6% | +8.6% | +9.1% |
| 3M | -2.6% | +2.0% | -4.5% | -2.8% |
| 6M | +13.1% | +8.1% | +5.0% | +12.1% |
| YTD | +23.0% | -2.2% | +25.2% | +22.8% |
| 1Y | +45.6% | -8.6% | +54.2% | +45.3% |
| All | +45.6% | -8.6% | +54.2% | +45.3% |
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