+61.9%
LIN vs TEL
+50.9%
+11.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.8% |
| 7D | -2.1% | +3.0% | -5.1% | -3.1% |
| 30D | -2.4% | -3.9% | +1.5% | -1.3% |
| 3M | -5.6% | -5.1% | -0.5% | -4.5% |
| 6M | -3.4% | +0.6% | -4.0% | -5.1% |
| YTD | +13.1% | -7.3% | +20.4% | +13.7% |
| 1Y | +2.5% | +1.1% | +1.3% | -1.6% |
| 3Y | +27.6% | +63.7% | -36.1% | -5.2% |
| All | +61.9% | +50.9% | +11.0% | +21.9% |
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