+1,158.7%
PSX vs TEL
+718.3%
+440.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.4% | +1.1% |
| 7D | +7.8% | +4.5% | +3.3% | +5.3% |
| 30D | -10.9% | +2.9% | -13.8% | -12.8% |
| 3M | +14.5% | +1.1% | +13.3% | +12.3% |
| 6M | +56.1% | +5.0% | +51.1% | +47.9% |
| YTD | +109.6% | -3.9% | +113.5% | +101.4% |
| 1Y | +95.5% | -7.4% | +103.0% | +91.5% |
| 3Y | +156.2% | +81.0% | +75.2% | +61.1% |
| 5Y | +310.0% | +42.3% | +267.7% | +190.5% |
| 10Y | +368.0% | +284.8% | +83.2% | +66.3% |
| All | +1,158.7% | +718.3% | +440.4% | +160.6% |
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