+145.1%
MS vs TEL
+50.9%
+94.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.5% |
| 7D | +1.4% | +3.0% | -1.6% | -0.3% |
| 30D | -0.3% | -3.9% | +3.7% | +1.7% |
| 3M | +0.3% | -5.1% | +5.4% | +2.5% |
| 6M | +31.3% | +0.6% | +30.7% | +27.9% |
| YTD | +24.7% | -7.3% | +32.0% | +26.7% |
| 1Y | +47.9% | +1.1% | +46.8% | +41.2% |
| 3Y | +178.3% | +63.7% | +114.7% | +90.4% |
| All | +145.1% | +50.9% | +94.2% | +67.8% |
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