+4,219.6%
LLY vs TEL
+753.4%
+3,466.2%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.3% |
| 7D | +6.6% | +4.5% | +2.1% | +5.4% |
| 30D | +19.4% | +2.9% | +16.5% | +18.3% |
| 3M | +19.6% | +1.1% | +18.4% | +18.6% |
| 6M | +42.6% | +5.0% | +37.6% | +39.3% |
| YTD | +35.0% | -3.9% | +38.8% | +33.9% |
| 1Y | +42.0% | -7.4% | +49.5% | +42.0% |
| 3Y | +140.5% | +81.0% | +59.5% | +96.4% |
| 5Y | +479.9% | +42.3% | +437.6% | +397.8% |
| 10Y | +2,059.2% | +284.8% | +1,774.4% | +1,211.1% |
| All | +4,219.6% | +753.4% | +3,466.2% | +1,686.0% |
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