+17.9%
NOW vs TEL
+69.5%
-51.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -2.4% | +3.0% | -5.3% | -3.1% |
| 30D | +20.5% | -3.9% | +24.4% | +21.7% |
| 3M | +18.3% | -5.1% | +23.5% | +19.8% |
| 6M | +24.1% | +0.6% | +23.5% | +21.3% |
| YTD | -7.8% | -7.3% | -0.5% | -7.7% |
| 1Y | -21.4% | +1.1% | -22.5% | -25.7% |
| All | +17.9% | +69.5% | -51.6% | -22.0% |
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