+19.1%
MA vs TEL
-10.0%
+29.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -1.8% | -0.4% | -1.4% | -1.8% |
| 30D | +11.0% | +1.0% | +10.0% | +11.0% |
| 3M | +17.9% | +0.7% | +17.1% | +17.9% |
| 6M | +33.2% | +7.3% | +25.9% | +32.8% |
| YTD | +16.5% | -2.5% | +19.0% | +16.4% |
| 1Y | +19.1% | -10.3% | +29.4% | +19.8% |
| All | +19.1% | -10.0% | +29.1% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling