-5.8%
SLB vs TEL
+316.2%
-322.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -2.2% |
| 7D | -2.5% | +1.6% | -4.1% | -3.6% |
| 30D | +7.1% | -0.7% | +7.8% | +7.1% |
| 3M | +0.6% | +2.4% | -1.8% | -2.2% |
| 6M | +17.6% | +4.1% | +13.5% | +10.9% |
| YTD | +48.5% | -5.8% | +54.3% | +47.8% |
| 1Y | +59.4% | +0.9% | +58.5% | +50.1% |
| 3Y | -0.4% | +72.6% | -73.0% | -38.3% |
| 5Y | +133.8% | +57.5% | +76.2% | +47.8% |
| All | -5.8% | +316.2% | -322.0% | -68.3% |
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