+551.3%
ON vs TEL
+753.4%
-202.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.7% | -2.9% | -3.0% |
| 7D | +12.2% | +4.5% | +7.7% | +8.1% |
| 30D | -3.1% | +2.9% | -6.0% | -4.9% |
| 3M | -12.9% | +1.1% | -14.0% | -13.0% |
| 6M | -38.6% | +5.0% | -43.6% | -40.4% |
| YTD | +31.2% | -3.9% | +35.1% | +32.9% |
| 1Y | +47.6% | -7.4% | +55.1% | +53.8% |
| 3Y | +6.6% | +81.0% | -74.4% | -38.6% |
| 5Y | +21.3% | +42.3% | -21.0% | -9.8% |
| 10Y | +533.3% | +284.8% | +248.5% | +132.4% |
| All | +551.3% | +753.4% | -202.0% | +34.5% |
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 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