+135.3%
PSX vs TEL
+65.7%
+69.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +1.8% | +1.2% | +0.6% | +1.5% |
| 30D | +21.6% | -4.1% | +25.7% | +22.7% |
| 3M | +46.5% | -2.6% | +49.0% | +46.6% |
| 6M | +62.0% | 0.0% | +62.0% | +58.1% |
| YTD | +106.3% | -9.1% | +115.4% | +106.6% |
| 1Y | +103.0% | -0.8% | +103.8% | +92.4% |
| All | +135.3% | +65.7% | +69.6% | +67.1% |
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