-12.1%
DOW vs TEL
+187.9%
-199.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.6% | -5.6% | -4.2% |
| 7D | -1.4% | +1.6% | -3.0% | -2.4% |
| 30D | -3.9% | -0.7% | -3.3% | -4.1% |
| 3M | -12.7% | +2.4% | -15.1% | -15.3% |
| 6M | -13.7% | +4.1% | -17.8% | -20.1% |
| YTD | +28.4% | -5.8% | +34.2% | +25.5% |
| 1Y | +21.8% | +0.9% | +20.9% | +12.7% |
| 3Y | -35.7% | +72.6% | -108.3% | -60.5% |
| 5Y | -36.8% | +57.5% | -94.4% | -60.0% |
| All | -12.1% | +187.9% | -199.9% | -65.6% |
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