+8.2%
O vs TEL
+43.1%
-35.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.4% |
| 7D | -0.4% | +5.6% | -6.0% | -1.3% |
| 30D | +8.3% | +0.9% | +7.4% | +8.0% |
| 3M | -4.0% | +2.1% | -6.1% | -4.6% |
| 6M | -2.6% | +2.7% | -5.3% | -3.6% |
| YTD | +9.9% | -3.2% | +13.1% | +9.3% |
| 1Y | +9.8% | -10.6% | +20.4% | +11.1% |
| 3Y | +39.7% | +79.8% | -40.1% | +14.0% |
| All | +8.2% | +43.1% | -35.0% | -4.5% |
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