+632.4%
GEV vs TEL
+53.9%
+578.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | 0.0% | +1.0% |
| 7D | +1.6% | +1.6% | 0.0% | +0.4% |
| 30D | -7.9% | -0.7% | -7.3% | -7.6% |
| 3M | +5.6% | +2.4% | +3.2% | +3.5% |
| 6M | +13.1% | +4.1% | +8.9% | +5.3% |
| YTD | +46.7% | -5.8% | +52.6% | +46.7% |
| 1Y | +51.3% | +0.9% | +50.4% | +42.4% |
| All | +632.4% | +53.9% | +578.5% | +376.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling