+191.9%
GE vs TEL
+723.0%
-531.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | -1.6% | +3.0% | -4.5% | -3.3% |
| 30D | -11.6% | -3.9% | -7.6% | -9.8% |
| 3M | +3.0% | -5.1% | +8.1% | +5.3% |
| 6M | -0.5% | +0.6% | -1.1% | -2.1% |
| YTD | +9.7% | -7.3% | +17.0% | +12.2% |
| 1Y | +20.0% | +1.1% | +18.9% | +15.9% |
| 3Y | +275.8% | +63.7% | +212.2% | +167.6% |
| 5Y | +429.1% | +50.7% | +378.4% | +290.8% |
| 10Y | +151.2% | +290.2% | -139.0% | +5.9% |
| All | +191.9% | +723.0% | -531.1% | -33.5% |
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