+2,423.9%
MUU vs TEL
+43.6%
+2,380.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.3% | -9.3% |
| 7D | +3.6% | -2.3% | +5.8% | +8.0% |
| 30D | +22.3% | -6.1% | +28.4% | +36.6% |
| 3M | -8.2% | +1.7% | -9.9% | -8.3% |
| 6M | +256.3% | +1.6% | +254.7% | +224.8% |
| YTD | +534.4% | -9.1% | +543.5% | +605.4% |
| 1Y | +2,163.5% | -1.7% | +2,165.2% | +2,155.7% |
| All | +2,423.9% | +43.6% | +2,380.3% | +854.2% |
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