+4,609.2%
MU vs TEL
+293.2%
+4,316.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +11.2% |
| 7D | +2.0% | -0.4% | +2.4% | +3.3% |
| 30D | -18.0% | +1.0% | -18.9% | -18.1% |
| 3M | -6.6% | +0.7% | -7.3% | -7.1% |
| 6M | +2.0% | +7.3% | -5.2% | -3.9% |
| YTD | +184.5% | -2.5% | +187.0% | +182.5% |
| 1Y | +236.9% | -10.3% | +247.1% | +265.0% |
| 3Y | +987.0% | +81.1% | +905.8% | +512.4% |
| 5Y | +1,014.6% | +45.3% | +969.4% | +666.8% |
| 10Y | +4,609.2% | +290.3% | +4,318.9% | +1,171.4% |
| All | +4,609.2% | +293.2% | +4,316.0% | +1,171.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling