+147.5%
GE vs TEL
+316.2%
-168.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.6% | -3.7% | -2.4% |
| 7D | -4.0% | +1.6% | -5.6% | -5.0% |
| 30D | -11.4% | -0.7% | -10.7% | -11.4% |
| 3M | -2.6% | +2.4% | -5.0% | -5.0% |
| 6M | -0.3% | +4.1% | -4.5% | -4.3% |
| YTD | +5.4% | -5.8% | +11.2% | +6.6% |
| 1Y | +15.5% | +0.9% | +14.7% | +10.8% |
| 3Y | +260.8% | +72.6% | +188.2% | +133.2% |
| 5Y | +421.6% | +57.5% | +364.1% | +252.5% |
| All | +147.5% | +316.2% | -168.7% | -8.8% |
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