+562.3%
SE vs TEL
+171.5%
+390.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -4.8% | -2.3% | -2.5% | -3.2% |
| 30D | -18.1% | -6.1% | -12.0% | -14.7% |
| 3M | +30.6% | +1.7% | +28.9% | +27.6% |
| 6M | +20.8% | +1.6% | +19.2% | +16.7% |
| YTD | -15.6% | -9.1% | -6.5% | -12.6% |
| 1Y | -44.2% | -1.7% | -42.6% | -46.0% |
| 3Y | +181.5% | +67.3% | +114.2% | +72.2% |
| 5Y | -66.9% | +52.1% | -119.0% | -77.3% |
| All | +562.3% | +171.5% | +390.8% | +168.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling