+57.9%
DIA vs TEL
+42.2%
+15.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +2.1% | +4.5% | -2.4% | +0.5% |
| 30D | +1.5% | +2.9% | -1.4% | +0.3% |
| 3M | -2.4% | +1.1% | -3.6% | -3.3% |
| 6M | +6.0% | +5.0% | +1.0% | +3.2% |
| YTD | +10.1% | -3.9% | +14.0% | +9.3% |
| 1Y | +11.8% | -7.4% | +19.3% | +12.4% |
| 3Y | +59.7% | +81.0% | -21.3% | +17.4% |
| All | +57.9% | +42.2% | +15.7% | +26.1% |
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