+14.4%
FIX vs TEL
-8.6%
+23.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +0.2% | -15.3% | -15.2% |
| 7D | -18.9% | -0.5% | -18.4% | -18.6% |
| 30D | -36.3% | +0.6% | -36.9% | -36.5% |
| 3M | -38.5% | +2.0% | -40.5% | -39.3% |
| 6M | -42.3% | +8.1% | -50.4% | -45.7% |
| YTD | +17.1% | -2.2% | +19.3% | +14.0% |
| 1Y | +14.4% | -8.6% | +23.0% | +19.0% |
| All | +14.4% | -8.6% | +23.0% | +19.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling