+138.3%
GOOGL vs TEL
+50.4%
+87.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -2.8% | -2.3% | -0.5% | -1.7% |
| 30D | -3.2% | -6.1% | +2.9% | -0.5% |
| 3M | -6.6% | +1.7% | -8.3% | -8.0% |
| 6M | +8.5% | +1.6% | +6.8% | +5.3% |
| YTD | +6.5% | -9.1% | +15.5% | +8.6% |
| 1Y | +39.4% | -1.7% | +41.1% | +35.3% |
| 3Y | +146.2% | +67.3% | +78.9% | +66.0% |
| 5Y | +138.3% | +52.1% | +86.2% | +68.5% |
| All | +138.3% | +50.4% | +87.9% | +68.5% |
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 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