+494.2%
FIX vs TEL
+79.6%
+414.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.8% |
| 7D | +9.4% | +4.5% | +4.9% | +5.7% |
| 30D | -27.8% | +2.9% | -30.7% | -28.9% |
| 3M | -35.6% | +1.1% | -36.7% | -35.6% |
| 6M | -45.2% | +5.0% | -50.2% | -47.2% |
| YTD | +19.5% | -3.9% | +23.4% | +20.9% |
| 1Y | +24.2% | -7.4% | +31.7% | +30.0% |
| 3Y | +494.2% | +81.0% | +413.2% | +242.9% |
| All | +494.2% | +79.6% | +414.6% | +242.9% |
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