+764.4%
FIX vs TEL
+69.5%
+694.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.2% |
| 7D | +6.0% | +3.0% | +3.1% | +3.5% |
| 30D | -7.2% | -3.9% | -3.3% | -4.3% |
| 3M | -15.9% | -5.1% | -10.7% | -12.7% |
| 6M | +12.7% | +0.6% | +12.1% | +9.9% |
| YTD | +72.8% | -7.3% | +80.1% | +78.7% |
| 1Y | +122.9% | +1.1% | +121.8% | +115.9% |
| All | +764.4% | +69.5% | +694.9% | +480.4% |
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