+431.5%
LIN vs TEL
+283.7%
+147.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +1.0% |
| 7D | +2.1% | +4.5% | -2.4% | +0.2% |
| 30D | +6.8% | +2.9% | +3.9% | +5.0% |
| 3M | +10.4% | +1.1% | +9.2% | +8.9% |
| 6M | +3.2% | +5.0% | -1.8% | -0.5% |
| YTD | +24.6% | -3.9% | +28.5% | +22.5% |
| 1Y | +24.4% | -7.4% | +31.8% | +23.8% |
| 3Y | +36.7% | +81.0% | -44.2% | -6.4% |
| 5Y | +67.0% | +42.3% | +24.7% | +27.5% |
| All | +431.5% | +283.7% | +147.8% | +140.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling