+129.4%
LITE vs TEL
-9.9%
+139.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.7% | +5.0% | +6.6% |
| 7D | -12.9% | +0.6% | -13.5% | -12.5% |
| 30D | -46.0% | +0.2% | -46.2% | -45.5% |
| 3M | -33.0% | +1.5% | -34.5% | -32.8% |
| 6M | -34.0% | +6.9% | -41.0% | -36.3% |
| YTD | +61.7% | -2.8% | +64.5% | +54.4% |
| All | +129.4% | -9.9% | +139.3% | +166.5% |
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 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