+196.4%
SO vs TEL
+283.7%
-87.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | +1.4% | +4.5% | -3.2% | +0.5% |
| 30D | +4.7% | +2.9% | +1.8% | +3.9% |
| 3M | +1.7% | +1.1% | +0.6% | +1.1% |
| 6M | +2.2% | +5.0% | -2.8% | +0.4% |
| YTD | +10.0% | -3.9% | +13.8% | +9.3% |
| 1Y | +6.0% | -7.4% | +13.5% | +6.1% |
| 3Y | +54.1% | +81.0% | -26.9% | +27.4% |
| 5Y | +79.6% | +42.3% | +37.3% | +56.5% |
| All | +196.4% | +283.7% | -87.3% | +86.6% |
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 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