+4,782.6%
DELL vs TEL
+302.8%
+4,479.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.4% |
| 7D | +8.7% | +1.2% | +7.5% | +7.9% |
| 30D | +16.9% | -4.1% | +21.0% | +19.4% |
| 3M | +40.4% | -2.6% | +43.0% | +40.9% |
| 6M | +267.1% | 0.0% | +267.1% | +257.6% |
| YTD | +329.1% | -9.1% | +338.2% | +340.4% |
| 1Y | +346.9% | -0.8% | +347.8% | +330.7% |
| 3Y | +696.6% | +67.4% | +629.3% | +435.1% |
| 5Y | +1,106.2% | +51.8% | +1,054.4% | +753.2% |
| 10Y | +4,177.7% | +299.4% | +3,878.3% | +1,605.1% |
| All | +4,782.6% | +302.8% | +4,479.8% | +1,846.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling