+19.0%
SPGI vs TEL
+67.5%
-48.6%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.4% | -2.8% |
| 7D | -2.5% | -1.4% | -1.0% | -2.2% |
| 30D | +5.4% | -4.9% | +10.3% | +6.4% |
| 3M | +9.0% | +0.1% | +9.0% | +8.6% |
| 6M | +0.8% | +0.4% | +0.4% | -0.6% |
| YTD | -12.6% | -8.9% | -3.6% | -11.7% |
| 1Y | -16.1% | -0.3% | -15.8% | -18.7% |
| 3Y | +19.0% | +67.6% | -48.6% | -8.7% |
| All | +19.0% | +67.5% | -48.6% | -8.7% |
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