+8,787.7%
FIX vs TEL
+716.6%
+8,071.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.2% |
| 7D | -17.5% | -2.8% | -14.6% | -15.7% |
| 30D | -41.6% | -4.1% | -37.5% | -39.7% |
| 3M | -40.6% | -3.4% | -37.2% | -39.0% |
| 6M | -49.4% | -3.5% | -45.9% | -48.1% |
| YTD | +9.2% | -8.0% | +17.2% | +14.5% |
| 1Y | +6.5% | -13.7% | +20.2% | +16.6% |
| 3Y | +448.7% | +71.9% | +376.8% | +290.7% |
| 5Y | +948.7% | +40.9% | +907.8% | +733.3% |
| 10Y | +3,659.7% | +293.3% | +3,366.4% | +1,501.1% |
| All | +8,787.7% | +716.6% | +8,071.1% | +2,130.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling