+906.9%
SPGI vs TEL
+759.0%
+147.9%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +0.9% | +0.7% |
| 7D | +1.6% | -0.9% | +2.5% | +1.9% |
| 30D | +16.1% | -0.2% | +16.3% | +15.6% |
| 3M | +15.5% | +2.0% | +13.4% | +13.0% |
| 6M | +19.6% | +6.4% | +13.2% | +13.3% |
| YTD | -3.6% | -3.2% | -0.3% | -6.1% |
| 1Y | +2.2% | -11.2% | +13.4% | +3.6% |
| 3Y | +30.1% | +79.8% | -49.6% | -13.5% |
| 5Y | +14.9% | +46.6% | -31.6% | -15.8% |
| 10Y | +334.0% | +288.1% | +45.9% | +72.9% |
| All | +906.9% | +759.0% | +147.9% | +101.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling