+2,502.5%
LITE vs TEL
+287.3%
+2,215.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.8% | +12.5% |
| 7D | +12.6% | -1.4% | +14.1% | +13.5% |
| 30D | +9.9% | -4.9% | +14.8% | +14.1% |
| 3M | +9.3% | +0.1% | +9.2% | +7.8% |
| 6M | +75.2% | +0.4% | +74.9% | +69.5% |
| YTD | +165.5% | -8.9% | +174.4% | +173.0% |
| 1Y | +555.0% | -0.3% | +555.3% | +538.8% |
| 3Y | +1,870.5% | +67.6% | +1,802.9% | +1,172.0% |
| 5Y | +1,009.8% | +50.7% | +959.1% | +665.8% |
| 10Y | +2,502.5% | +288.6% | +2,213.9% | +627.5% |
| All | +2,502.5% | +287.3% | +2,215.2% | +627.5% |
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 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