-23.7%
DOCN vs TEL
+47.3%
-71.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.8% | +8.8% | +8.8% |
| 7D | +3.7% | -0.4% | +4.1% | +5.1% |
| 30D | -33.7% | +1.0% | -34.7% | -33.1% |
| 3M | -27.9% | +0.7% | -28.6% | -27.4% |
| 6M | -46.4% | +7.3% | -53.7% | -50.5% |
| YTD | +81.1% | -2.5% | +83.6% | +77.1% |
| 1Y | +74.3% | -10.3% | +84.6% | +87.2% |
| 3Y | +245.8% | +81.1% | +164.7% | +45.2% |
| 5Y | -23.7% | +45.3% | -69.0% | -51.7% |
| All | -23.7% | +47.3% | -71.0% | -51.7% |
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