+448.7%
FIX vs TEL
+71.9%
+376.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.2% |
| 7D | -17.5% | -2.8% | -14.6% | -15.2% |
| 30D | -41.6% | -4.1% | -37.5% | -39.2% |
| 3M | -40.6% | -3.4% | -37.2% | -38.6% |
| 6M | -49.4% | -3.5% | -45.9% | -47.9% |
| YTD | +9.2% | -8.0% | +17.2% | +14.3% |
| 1Y | +6.5% | -13.7% | +20.2% | +18.1% |
| 3Y | +448.7% | +71.9% | +376.8% | +239.3% |
| All | +448.7% | +71.9% | +376.8% | +239.3% |
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