-10.4%
DOW vs TEL
+178.4%
-188.8%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +1.5% |
| 7D | -2.9% | -1.4% | -1.5% | -2.3% |
| 30D | +2.0% | -4.9% | +6.8% | +4.5% |
| 3M | -12.5% | +0.1% | -12.6% | -14.2% |
| 6M | -9.2% | +0.4% | -9.6% | -14.0% |
| YTD | +30.8% | -8.9% | +39.7% | +30.5% |
| 1Y | +29.4% | -0.3% | +29.7% | +20.4% |
| 3Y | -34.6% | +67.6% | -102.2% | -59.1% |
| 5Y | -35.9% | +50.7% | -86.6% | -58.2% |
| All | -10.4% | +178.4% | -188.8% | -64.3% |
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