+1,033.9%
FLEX vs TEL
+301.8%
+732.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | +0.1% | -2.3% | +2.4% | +2.2% |
| 30D | -11.8% | -6.1% | -5.7% | -6.6% |
| 3M | -22.6% | +1.7% | -24.3% | -24.1% |
| 6M | +77.3% | +1.6% | +75.7% | +74.2% |
| YTD | +78.8% | -9.1% | +87.8% | +92.9% |
| 1Y | +86.1% | -1.7% | +87.7% | +86.8% |
| 3Y | +446.2% | +67.3% | +378.9% | +229.8% |
| 5Y | +689.7% | +52.1% | +637.6% | +411.4% |
| All | +1,033.9% | +301.8% | +732.2% | +232.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling