+555.0%
LITE vs TEL
-1.0%
+555.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.8% | +12.8% | +12.2% |
| 7D | +12.6% | -1.4% | +14.1% | +13.4% |
| 30D | +9.9% | -4.9% | +14.8% | +13.5% |
| 3M | +9.3% | +0.1% | +9.2% | +8.3% |
| 6M | +75.2% | +0.4% | +74.9% | +66.5% |
| YTD | +165.5% | -8.9% | +174.4% | +161.2% |
| 1Y | +555.0% | -0.3% | +555.3% | +450.8% |
| All | +555.0% | -1.0% | +555.9% | +450.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling