+2,396.1%
MUU vs TEL
+48.7%
+2,347.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.6% | -4.7% | -7.7% |
| 7D | -8.2% | +1.6% | -9.8% | -11.2% |
| 30D | +10.2% | -0.7% | +10.8% | +10.9% |
| 3M | -26.5% | +2.4% | -28.9% | -28.4% |
| 6M | +227.2% | +4.1% | +223.1% | +184.6% |
| YTD | +527.4% | -5.8% | +533.2% | +551.1% |
| 1Y | +1,843.7% | +0.9% | +1,842.8% | +1,745.1% |
| All | +2,396.1% | +48.7% | +2,347.3% | +780.8% |
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