+27.5%
MCK vs TEL
-14.3%
+41.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +0.3% |
| 7D | +9.3% | -7.4% | +16.7% | +9.3% |
| 30D | +16.3% | -6.0% | +22.3% | +16.4% |
| 3M | +22.3% | -5.0% | +27.3% | +22.3% |
| 6M | +34.1% | +0.5% | +33.6% | +34.0% |
| YTD | +31.1% | -8.3% | +39.4% | +33.1% |
| 1Y | +27.5% | -16.2% | +43.7% | +29.2% |
| All | +27.5% | -14.3% | +41.7% | +29.2% |
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