+636.7%
DELL vs TEL
+65.7%
+571.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -1.9% | -2.3% | +0.4% | -0.4% |
| 30D | +14.9% | -6.1% | +21.0% | +19.1% |
| 3M | +37.2% | +1.7% | +35.5% | +33.3% |
| 6M | +254.0% | +1.6% | +252.4% | +237.5% |
| YTD | +306.1% | -9.1% | +315.2% | +314.2% |
| 1Y | +312.3% | -1.7% | +313.9% | +289.2% |
| All | +636.7% | +65.7% | +571.0% | +349.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling