+130.7%
FIX vs TEL
-1.0%
+131.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.1% | +3.7% |
| 7D | +6.1% | -1.4% | +7.5% | +7.1% |
| 30D | -2.7% | -4.9% | +2.2% | +1.0% |
| 3M | -10.9% | +0.1% | -11.0% | -11.4% |
| 6M | +29.0% | +0.4% | +28.6% | +23.7% |
| YTD | +76.9% | -8.9% | +85.8% | +81.7% |
| 1Y | +130.7% | -0.3% | +131.1% | +103.5% |
| All | +130.7% | -1.0% | +131.7% | +103.5% |
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