+4,751.9%
MA vs TEL
+765.5%
+3,986.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.1% |
| 7D | -1.8% | -0.4% | -1.4% | -1.8% |
| 30D | +11.0% | +1.0% | +10.0% | +9.9% |
| 3M | +17.9% | +0.7% | +17.1% | +16.1% |
| 6M | +33.2% | +7.3% | +25.9% | +25.7% |
| YTD | +16.5% | -2.5% | +19.0% | +12.9% |
| 1Y | +19.1% | -10.3% | +29.4% | +19.9% |
| 3Y | +70.6% | +81.1% | -10.6% | +13.4% |
| 5Y | +92.1% | +45.3% | +46.8% | +42.6% |
| 10Y | +569.6% | +290.3% | +279.3% | +183.9% |
| All | +4,751.9% | +765.5% | +3,986.4% | +1,269.1% |
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