+27.6%
O vs TEL
+65.7%
-38.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -3.5% | -2.3% | -1.2% | -3.3% |
| 30D | -3.3% | -6.1% | +2.7% | -2.9% |
| 3M | -2.8% | +1.7% | -4.5% | -3.1% |
| 6M | -5.8% | +1.6% | -7.4% | -6.1% |
| YTD | +9.4% | -9.1% | +18.5% | +9.9% |
| 1Y | +5.7% | -1.7% | +7.3% | +4.9% |
| All | +27.6% | +65.7% | -38.1% | +10.0% |
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