+26.1%
MMM vs TEL
+50.8%
-24.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.8% |
| 7D | -2.6% | +1.2% | -3.8% | -3.1% |
| 30D | -9.3% | -4.1% | -5.2% | -7.8% |
| 3M | +5.6% | -2.6% | +8.2% | +6.2% |
| 6M | +9.5% | 0.0% | +9.4% | +7.9% |
| YTD | +4.1% | -9.1% | +13.2% | +6.4% |
| 1Y | +9.4% | -0.8% | +10.2% | +6.2% |
| 3Y | +101.0% | +67.4% | +33.6% | +45.6% |
| 5Y | +26.1% | +51.8% | -25.6% | -6.8% |
| All | +26.1% | +50.8% | -24.7% | -6.8% |
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 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