+3,800.0%
FIX vs TEL
+304.7%
+3,495.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.7% | +3.7% | +5.0% |
| 7D | -7.2% | +0.6% | -7.8% | -7.2% |
| 30D | -35.1% | +0.2% | -35.3% | -34.8% |
| 3M | -34.3% | +1.5% | -35.8% | -34.6% |
| 6M | -42.9% | +6.9% | -49.8% | -45.7% |
| YTD | +19.5% | -2.8% | +22.3% | +20.6% |
| 1Y | +16.8% | -8.8% | +25.6% | +24.1% |
| 3Y | +506.7% | +84.3% | +422.4% | +278.5% |
| 5Y | +1,046.7% | +46.8% | +999.9% | +731.8% |
| 10Y | +3,800.0% | +294.7% | +3,505.2% | +1,222.8% |
| All | +3,800.0% | +304.7% | +3,495.2% | +1,222.8% |
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