+562.5%
LITE vs TEL
+42.2%
+520.3%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -3.9% |
| 7D | +10.8% | +4.5% | +6.3% | +6.8% |
| 30D | -33.4% | +2.9% | -36.3% | -34.3% |
| 3M | -32.2% | +1.1% | -33.4% | -32.0% |
| 6M | -42.1% | +5.0% | -47.1% | -44.6% |
| YTD | +61.9% | -3.9% | +65.7% | +60.6% |
| 1Y | +163.0% | -7.4% | +170.4% | +175.2% |
| 3Y | +1,358.0% | +81.0% | +1,277.0% | +745.2% |
| All | +562.5% | +42.2% | +520.3% | +335.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling