+553.6%
O vs TEL
+723.0%
-169.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -0.7% | +3.0% | -3.7% | -2.1% |
| 30D | -1.9% | -3.9% | +2.0% | -0.4% |
| 3M | +3.8% | -5.1% | +9.0% | +5.2% |
| 6M | -4.7% | +0.6% | -5.3% | -6.9% |
| YTD | +12.5% | -7.3% | +19.8% | +12.9% |
| 1Y | +10.8% | +1.1% | +9.7% | +6.1% |
| 3Y | +28.8% | +63.7% | -34.9% | -5.2% |
| 5Y | +13.2% | +50.7% | -37.5% | -15.8% |
| 10Y | +53.5% | +290.2% | -236.7% | -32.3% |
| All | +553.6% | +723.0% | -169.4% | +43.6% |
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 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