+4,404.4%
DELL vs TEL
+316.2%
+4,088.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.6% | +8.4% | +9.6% |
| 7D | +8.2% | +1.6% | +6.6% | +7.3% |
| 30D | +17.1% | -0.7% | +17.7% | +17.3% |
| 3M | +45.2% | +2.4% | +42.7% | +41.0% |
| 6M | +286.8% | +4.1% | +282.6% | +267.4% |
| YTD | +354.8% | -5.8% | +360.6% | +356.9% |
| 1Y | +358.3% | +0.9% | +357.4% | +337.7% |
| 3Y | +724.9% | +72.6% | +652.3% | +443.5% |
| 5Y | +1,193.7% | +57.5% | +1,136.1% | +793.7% |
| All | +4,404.4% | +316.2% | +4,088.3% | +1,643.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling