+13,966.1%
FIX vs TEL
+723.0%
+13,243.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +6.0% | +3.0% | +3.1% | +4.0% |
| 30D | -7.2% | -3.9% | -3.3% | -4.8% |
| 3M | -15.9% | -5.1% | -10.7% | -13.2% |
| 6M | +12.7% | +0.6% | +12.1% | +11.5% |
| YTD | +72.8% | -7.3% | +80.1% | +79.5% |
| 1Y | +122.9% | +1.1% | +121.8% | +120.1% |
| 3Y | +774.3% | +63.7% | +710.6% | +537.3% |
| 5Y | +2,049.5% | +50.7% | +1,998.8% | +1,531.6% |
| 10Y | +5,821.5% | +290.2% | +5,531.3% | +2,416.2% |
| All | +13,966.1% | +723.0% | +13,243.0% | +3,394.5% |
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 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