+17.5%
SPY vs TEL
+1.5%
+16.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.7% | +0.1% |
| 7D | -0.8% | +1.6% | -2.4% | -1.1% |
| 30D | -1.1% | -0.7% | -0.4% | -1.0% |
| 3M | +3.9% | +2.4% | +1.4% | +3.1% |
| 6M | +13.6% | +4.1% | +9.5% | +11.1% |
| YTD | +12.7% | -5.8% | +18.5% | +12.2% |
| 1Y | +17.5% | +0.9% | +16.6% | +13.1% |
| All | +17.5% | +1.5% | +16.0% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling