+944.1%
LIN vs TEL
+716.6%
+227.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.5% | -1.3% |
| 7D | +0.2% | -2.8% | +3.0% | +1.3% |
| 30D | +6.5% | -4.1% | +10.5% | +8.0% |
| 3M | +5.5% | -3.4% | +8.9% | +6.1% |
| 6M | +3.3% | -3.5% | +6.8% | +3.2% |
| YTD | +22.0% | -8.0% | +30.1% | +22.2% |
| 1Y | +25.7% | -13.7% | +39.5% | +29.0% |
| 3Y | +36.2% | +71.9% | -35.7% | -2.6% |
| 5Y | +66.1% | +40.9% | +25.2% | +28.8% |
| 10Y | +431.0% | +293.3% | +137.6% | +141.9% |
| All | +944.1% | +716.6% | +227.6% | +177.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling