+103.3%
EMR vs TEL
+79.6%
+23.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | +2.8% | +4.5% | -1.7% | +0.2% |
| 30D | +3.7% | +2.9% | +0.8% | +1.8% |
| 3M | +2.0% | +1.1% | +0.9% | +0.9% |
| 6M | +22.1% | +5.0% | +17.1% | +17.9% |
| YTD | +27.2% | -3.9% | +31.1% | +27.1% |
| 1Y | +32.0% | -7.4% | +39.5% | +34.7% |
| 3Y | +103.3% | +81.0% | +22.3% | +35.6% |
| All | +103.3% | +79.6% | +23.7% | +35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling