+1,383.2%
STX vs TEL
+67.5%
+1,315.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.8% | +8.2% | +7.8% |
| 7D | +10.7% | -1.4% | +12.2% | +11.7% |
| 30D | +11.3% | -4.9% | +16.1% | +15.5% |
| 3M | +3.2% | +0.1% | +3.1% | +2.3% |
| 6M | +157.0% | +0.4% | +156.6% | +149.0% |
| YTD | +229.2% | -8.9% | +238.1% | +242.1% |
| 1Y | +381.8% | -0.3% | +382.2% | +368.4% |
| 3Y | +1,383.2% | +67.6% | +1,315.6% | +853.9% |
| All | +1,383.2% | +67.5% | +1,315.6% | +853.9% |
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