+1,924.6%
NOW vs TEL
+794.9%
+1,129.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -8.7% | -0.9% | -7.8% | -8.3% |
| 30D | -29.3% | -0.2% | -29.0% | -29.5% |
| 3M | -21.8% | +2.0% | -23.9% | -23.6% |
| 6M | +9.2% | +6.4% | +2.8% | +2.9% |
| YTD | -35.0% | -3.2% | -31.7% | -37.5% |
| 1Y | -42.5% | -11.2% | -31.4% | -41.9% |
| 3Y | -21.5% | +79.8% | -101.3% | -52.0% |
| 5Y | -25.8% | +46.6% | -72.3% | -47.9% |
| 10Y | +506.3% | +288.1% | +218.2% | +103.6% |
| All | +1,924.6% | +794.9% | +1,129.7% | +362.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling