+57.0%
T vs TEL
+44.6%
+12.3%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.3% |
| 7D | +1.6% | +5.6% | -3.9% | +1.2% |
| 30D | -2.9% | +0.9% | -3.8% | -3.1% |
| 3M | -7.5% | +2.1% | -9.6% | -7.8% |
| 6M | -9.9% | +2.7% | -12.6% | -10.4% |
| YTD | -6.4% | -3.2% | -3.2% | -6.8% |
| 1Y | -9.4% | -10.6% | +1.2% | -8.8% |
| 3Y | +64.9% | +79.8% | -15.0% | +41.9% |
| 5Y | +57.0% | +43.3% | +13.7% | +41.5% |
| All | +57.0% | +44.6% | +12.3% | +41.5% |
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 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