+73.0%
LMT vs TEL
+56.5%
+16.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.6% | -4.7% | -1.4% |
| 7D | -0.2% | +1.6% | -1.8% | -0.4% |
| 30D | -13.1% | -0.7% | -12.4% | -13.1% |
| 3M | -3.9% | +2.4% | -6.3% | -4.3% |
| 6M | -18.3% | +4.1% | -22.4% | -18.8% |
| YTD | +10.3% | -5.8% | +16.2% | +10.5% |
| 1Y | +14.2% | +0.9% | +13.4% | +13.4% |
| 3Y | +35.0% | +72.6% | -37.6% | +25.7% |
| All | +73.0% | +56.5% | +16.6% | +57.7% |
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