+481.0%
STX vs TEL
+44.6%
+436.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.6% |
| 7D | +16.8% | +5.6% | +11.3% | +12.2% |
| 30D | -27.0% | +0.9% | -27.9% | -26.9% |
| 3M | -37.9% | +2.1% | -40.0% | -38.6% |
| 6M | -32.5% | +2.7% | -35.2% | -34.1% |
| YTD | +98.6% | -3.2% | +101.8% | +98.7% |
| 1Y | +93.6% | -10.6% | +104.2% | +107.8% |
| 3Y | +699.1% | +79.8% | +619.3% | +381.3% |
| 5Y | +481.0% | +43.3% | +437.7% | +291.6% |
| All | +481.0% | +44.6% | +436.4% | +291.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling