+138.9%
GLD vs TEL
+49.6%
+89.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -1.6% |
| 7D | +0.7% | -1.4% | +2.2% | +0.9% |
| 30D | +0.3% | -4.9% | +5.2% | +0.7% |
| 3M | +0.6% | +0.1% | +0.5% | +0.6% |
| 6M | -15.6% | +0.4% | -15.9% | -15.7% |
| YTD | +0.9% | -8.9% | +9.8% | +1.0% |
| 1Y | +19.4% | -0.3% | +19.7% | +19.1% |
| 3Y | +124.5% | +67.6% | +56.8% | +117.5% |
| 5Y | +138.9% | +50.7% | +88.3% | +131.4% |
| All | +138.9% | +49.6% | +89.4% | +131.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling