+45.7%
EXC vs TEL
+50.8%
-5.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | +0.3% | +1.2% | -0.9% | +0.2% |
| 30D | -0.9% | -4.1% | +3.2% | -0.5% |
| 3M | -2.7% | -2.6% | -0.1% | -2.6% |
| 6M | -9.4% | 0.0% | -9.4% | -9.8% |
| YTD | +3.0% | -9.1% | +12.1% | +3.6% |
| 1Y | +5.1% | -0.8% | +6.0% | +4.0% |
| 3Y | +20.6% | +67.4% | -46.8% | +5.4% |
| 5Y | +45.7% | +51.8% | -6.0% | +27.2% |
| All | +45.7% | +50.8% | -5.1% | +27.2% |
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