+1,263.7%
MU vs TEL
+50.4%
+1,213.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +2.0% | -2.3% | +4.3% | +4.2% |
| 30D | +12.5% | -6.1% | +18.6% | +18.9% |
| 3M | +9.6% | +1.7% | +7.9% | +8.1% |
| 6M | +142.6% | +1.6% | +141.0% | +131.7% |
| YTD | +242.7% | -9.1% | +251.7% | +260.1% |
| 1Y | +599.3% | -1.7% | +600.9% | +588.0% |
| 3Y | +1,308.3% | +67.3% | +1,241.0% | +719.6% |
| 5Y | +1,263.7% | +52.1% | +1,211.6% | +768.3% |
| All | +1,263.7% | +50.4% | +1,213.3% | +768.3% |
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