+5,083.9%
LITE vs TEL
+314.2%
+4,769.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.3% |
| 7D | -1.5% | +3.0% | -4.5% | -4.1% |
| 30D | +6.7% | -3.9% | +10.6% | +9.8% |
| 3M | -6.8% | -5.1% | -1.6% | -3.7% |
| 6M | +29.4% | +0.6% | +28.8% | +25.9% |
| YTD | +139.1% | -7.3% | +146.4% | +143.0% |
| 1Y | +521.0% | +1.1% | +519.9% | +502.4% |
| 3Y | +1,535.3% | +63.7% | +1,471.6% | +1,012.5% |
| 5Y | +889.8% | +50.7% | +839.2% | +605.0% |
| 10Y | +2,400.7% | +290.2% | +2,110.6% | +872.9% |
| All | +5,083.9% | +314.2% | +4,769.7% | +1,916.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling