+50.0%
BMY vs TEL
+2.3%
+47.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | +0.4% | +3.0% | -2.6% | +0.1% |
| 30D | +5.0% | -3.9% | +8.9% | +5.3% |
| 3M | +19.4% | -5.1% | +24.5% | +20.0% |
| 6M | +9.5% | +0.6% | +8.9% | +9.1% |
| YTD | +28.1% | -7.3% | +35.4% | +28.3% |
| 1Y | +50.0% | +1.1% | +48.8% | +34.1% |
| All | +50.0% | +2.3% | +47.7% | +34.1% |
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