+173.4%
MPC vs TEL
+69.5%
+104.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +5.4% | +3.0% | +2.5% | +4.8% |
| 30D | +31.0% | -3.9% | +34.9% | +31.9% |
| 3M | +46.0% | -5.1% | +51.1% | +47.2% |
| 6M | +77.3% | +0.6% | +76.7% | +73.3% |
| YTD | +141.9% | -7.3% | +149.2% | +141.3% |
| 1Y | +120.9% | +1.1% | +119.8% | +110.2% |
| All | +173.4% | +69.5% | +104.0% | +95.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling