+142.8%
EFA vs TEL
+316.2%
-173.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | -0.5% |
| 7D | -1.5% | +1.6% | -3.1% | -2.2% |
| 30D | -1.7% | -0.7% | -1.0% | -1.6% |
| 3M | +3.5% | +2.4% | +1.1% | +1.9% |
| 6M | +9.5% | +4.1% | +5.3% | +6.1% |
| YTD | +12.9% | -5.8% | +18.7% | +13.6% |
| 1Y | +18.2% | +0.9% | +17.3% | +14.8% |
| 3Y | +64.8% | +72.6% | -7.8% | +22.7% |
| 5Y | +53.9% | +57.5% | -3.7% | +17.1% |
| All | +142.8% | +316.2% | -173.4% | +16.7% |
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 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