+23.9%
BMY vs TEL
+50.4%
-26.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -6.4% | -2.3% | -4.1% | -6.1% |
| 30D | +0.2% | -6.1% | +6.3% | +1.0% |
| 3M | +16.0% | +1.7% | +14.3% | +15.3% |
| 6M | +8.3% | +1.6% | +6.7% | +7.5% |
| YTD | +22.2% | -9.1% | +31.3% | +23.0% |
| 1Y | +41.7% | -1.7% | +43.4% | +40.5% |
| 3Y | +20.7% | +67.3% | -46.6% | +9.3% |
| 5Y | +23.9% | +52.1% | -28.2% | +9.7% |
| All | +23.9% | +50.4% | -26.5% | +9.7% |
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