+8,434.7%
SHOP vs TEL
+264.4%
+8,170.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.3% |
| 7D | -5.1% | +3.0% | -8.1% | -7.4% |
| 30D | +0.6% | -3.9% | +4.5% | +3.1% |
| 3M | +25.0% | -5.1% | +30.1% | +28.9% |
| 6M | +11.9% | +0.6% | +11.3% | +7.6% |
| YTD | -9.9% | -7.3% | -2.6% | -8.3% |
| 1Y | 0.0% | +1.1% | -1.2% | -5.6% |
| 3Y | +117.5% | +63.7% | +53.8% | +36.6% |
| 5Y | -6.6% | +50.7% | -57.3% | -35.4% |
| 10Y | +3,320.3% | +290.2% | +3,030.2% | +1,036.3% |
| All | +8,434.7% | +264.4% | +8,170.3% | +2,569.6% |
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