+2.6%
NOW vs TEL
+49.6%
-46.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.0% |
| 7D | -6.1% | -1.4% | -4.6% | -5.2% |
| 30D | +7.5% | -4.9% | +12.3% | +10.1% |
| 3M | +17.5% | +0.1% | +17.4% | +16.4% |
| 6M | +7.9% | +0.4% | +7.6% | +3.6% |
| YTD | -12.4% | -8.9% | -3.5% | -12.1% |
| 1Y | -28.6% | -0.3% | -28.2% | -33.9% |
| 3Y | +11.8% | +67.6% | -55.8% | -35.6% |
| 5Y | +2.6% | +50.7% | -48.0% | -34.4% |
| All | +2.6% | +49.6% | -46.9% | -34.4% |
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 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