-43.0%
LITE vs TEL
+0.3%
-43.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.3% | +5.4% | +5.4% |
| 7D | -35.9% | -2.8% | -33.1% | -33.9% |
| 30D | -51.5% | -4.1% | -47.4% | -49.4% |
| 3M | -35.7% | -3.4% | -32.4% | -32.7% |
| 6M | -43.0% | -3.5% | -39.5% | -40.6% |
| All | -43.0% | +0.3% | -43.3% | -40.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling