+50.7%
O vs TEL
+316.2%
-265.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -1.4% |
| 7D | -2.9% | +1.6% | -4.4% | -3.4% |
| 30D | -4.5% | -0.7% | -3.9% | -4.5% |
| 3M | -2.6% | +2.4% | -5.1% | -4.2% |
| 6M | -5.6% | +4.1% | -9.8% | -8.6% |
| YTD | +9.3% | -5.8% | +15.1% | +9.1% |
| 1Y | +4.3% | +0.9% | +3.4% | +0.4% |
| 3Y | +27.4% | +72.6% | -45.2% | -6.9% |
| 5Y | +17.1% | +57.5% | -40.5% | -13.1% |
| All | +50.7% | +316.2% | -265.4% | -33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling