+3.5%
SNOW vs TEL
+50.4%
-46.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -7.5% | -2.3% | -5.2% | -5.9% |
| 30D | -1.3% | -6.1% | +4.7% | +3.3% |
| 3M | +37.4% | +1.7% | +35.7% | +34.3% |
| 6M | +88.1% | +1.6% | +86.5% | +75.3% |
| YTD | +50.3% | -9.1% | +59.4% | +52.3% |
| 1Y | +46.0% | -1.7% | +47.7% | +35.5% |
| 3Y | +98.7% | +67.3% | +31.4% | +2.2% |
| 5Y | +3.5% | +52.1% | -48.6% | -37.2% |
| All | +3.5% | +50.4% | -46.9% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling