+64.2%
T vs TEL
+50.8%
+13.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -3.1% | +1.2% | -4.3% | -3.2% |
| 30D | +4.6% | -4.1% | +8.7% | +4.9% |
| 3M | +12.2% | -2.6% | +14.8% | +12.3% |
| 6M | -6.5% | 0.0% | -6.5% | -7.0% |
| YTD | +4.9% | -9.1% | +13.9% | +5.3% |
| 1Y | -10.5% | -0.8% | -9.6% | -11.8% |
| 3Y | +104.6% | +67.4% | +37.2% | +77.0% |
| 5Y | +64.2% | +51.8% | +12.5% | +41.7% |
| All | +64.2% | +50.8% | +13.4% | +41.7% |
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