+319.1%
DELL vs TEL
+2.3%
+316.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +14.9% | +3.0% | +11.9% | +13.3% |
| 30D | +13.3% | -3.9% | +17.2% | +14.8% |
| 3M | +24.4% | -5.1% | +29.5% | +26.4% |
| 6M | +258.0% | +0.6% | +257.4% | +247.8% |
| YTD | +320.2% | -7.3% | +327.5% | +315.3% |
| 1Y | +319.1% | +1.1% | +317.9% | +256.3% |
| All | +319.1% | +2.3% | +316.7% | +256.3% |
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