+145.8%
GOOG vs TEL
+71.6%
+74.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.6% | -2.1% | +0.3% |
| 7D | 0.0% | +1.6% | -1.5% | -0.5% |
| 30D | -2.0% | -0.7% | -1.3% | -1.9% |
| 3M | -5.9% | +2.4% | -8.3% | -7.0% |
| 6M | +8.9% | +4.1% | +4.8% | +5.7% |
| YTD | +7.1% | -5.8% | +12.9% | +7.4% |
| 1Y | +39.7% | +0.9% | +38.8% | +35.7% |
| 3Y | +145.8% | +72.6% | +73.2% | +83.3% |
| All | +145.8% | +71.6% | +74.2% | +83.3% |
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