+1,533.3%
LITE vs TEL
+304.7%
+1,228.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.7% | +5.0% | +5.9% |
| 7D | -12.9% | +0.6% | -13.5% | -12.4% |
| 30D | -46.0% | +0.2% | -46.2% | -45.4% |
| 3M | -33.0% | +1.5% | -34.5% | -33.2% |
| 6M | -34.0% | +6.9% | -41.0% | -38.0% |
| YTD | +61.7% | -2.8% | +64.5% | +59.8% |
| 1Y | +148.3% | -8.8% | +157.1% | +164.0% |
| 3Y | +1,408.5% | +84.3% | +1,324.2% | +816.0% |
| 5Y | +546.2% | +46.8% | +499.4% | +361.9% |
| 10Y | +1,533.3% | +294.7% | +1,238.6% | +397.9% |
| All | +1,533.3% | +304.7% | +1,228.6% | +397.9% |
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 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