+1,077.4%
STX vs TEL
+50.8%
+1,026.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.9% | -1.9% |
| 7D | +9.6% | +1.2% | +8.3% | +8.3% |
| 30D | +10.6% | -4.1% | +14.7% | +14.1% |
| 3M | +4.8% | -2.6% | +7.4% | +6.2% |
| 6M | +137.3% | 0.0% | +137.2% | +131.4% |
| YTD | +222.5% | -9.1% | +231.5% | +237.1% |
| 1Y | +366.2% | -0.8% | +367.1% | +357.1% |
| 3Y | +1,352.9% | +67.4% | +1,285.5% | +818.1% |
| 5Y | +1,077.4% | +51.8% | +1,025.7% | +673.4% |
| All | +1,077.4% | +50.8% | +1,026.6% | +673.4% |
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