+18.3%
O vs TEL
+50.4%
-32.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -2.3% | +1.2% | -3.5% | -2.5% |
| 30D | -2.4% | -4.1% | +1.7% | -1.8% |
| 3M | -0.6% | -2.6% | +2.0% | -0.4% |
| 6M | -5.0% | 0.0% | -5.0% | -5.7% |
| YTD | +10.4% | -9.1% | +19.4% | +11.2% |
| 1Y | +6.6% | -0.8% | +7.4% | +4.8% |
| 3Y | +28.4% | +67.4% | -39.0% | +7.0% |
| All | +18.3% | +50.4% | -32.2% | +1.3% |
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