+153.1%
MAR vs TEL
+50.4%
+102.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.1% | -2.3% | +0.2% | -0.9% |
| 30D | -5.7% | -6.1% | +0.4% | -2.8% |
| 3M | -14.6% | +1.7% | -16.3% | -16.1% |
| 6M | +1.3% | +1.6% | -0.3% | -1.5% |
| YTD | +6.7% | -9.1% | +15.8% | +9.4% |
| 1Y | +26.4% | -1.7% | +28.1% | +22.0% |
| 3Y | +64.7% | +67.3% | -2.6% | +9.2% |
| 5Y | +153.1% | +52.1% | +101.0% | +77.6% |
| All | +153.1% | +50.4% | +102.7% | +77.6% |
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