+2.5%
SLB vs TEL
+67.5%
-65.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | 0.0% |
| 7D | +0.4% | -1.4% | +1.9% | +0.9% |
| 30D | +13.6% | -4.9% | +18.5% | +15.6% |
| 3M | +1.5% | +0.1% | +1.4% | +0.6% |
| 6M | +23.0% | +0.4% | +22.7% | +19.9% |
| YTD | +51.2% | -8.9% | +60.1% | +53.0% |
| 1Y | +63.5% | -0.3% | +63.8% | +56.4% |
| 3Y | +2.5% | +67.6% | -65.1% | -24.8% |
| All | +2.5% | +67.5% | -65.0% | -24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling