+2,941.1%
SHOP vs TEL
+301.8%
+2,639.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -13.2% | -2.3% | -10.9% | -11.5% |
| 30D | -17.0% | -6.1% | -11.0% | -13.2% |
| 3M | +17.0% | +1.7% | +15.3% | +14.4% |
| 6M | -2.1% | +1.6% | -3.7% | -6.8% |
| YTD | -21.4% | -9.1% | -12.3% | -18.7% |
| 1Y | -11.0% | -1.7% | -9.3% | -14.0% |
| 3Y | +100.9% | +67.3% | +33.6% | +23.3% |
| 5Y | -14.7% | +52.1% | -66.8% | -41.6% |
| All | +2,941.1% | +301.8% | +2,639.3% | +975.0% |
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