+131.6%
C vs TEL
+49.6%
+82.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | +0.2% |
| 7D | +3.2% | -1.4% | +4.6% | +3.9% |
| 30D | +1.3% | -4.9% | +6.2% | +3.8% |
| 3M | +3.1% | +0.1% | +3.0% | +2.3% |
| 6M | +29.6% | +0.4% | +29.3% | +27.0% |
| YTD | +19.0% | -8.9% | +27.9% | +22.1% |
| 1Y | +45.6% | -0.3% | +46.0% | +40.3% |
| 3Y | +269.3% | +67.6% | +201.7% | +154.2% |
| 5Y | +131.6% | +50.7% | +80.9% | +59.5% |
| All | +131.6% | +49.6% | +82.0% | +59.5% |
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