-65.4%
TEAM vs TEL
+42.2%
-107.6%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.1% |
| 7D | -2.4% | +4.5% | -6.9% | -5.1% |
| 30D | -26.7% | +2.9% | -29.6% | -28.3% |
| 3M | -9.6% | +1.1% | -10.8% | -11.4% |
| 6M | +86.0% | +5.0% | +81.1% | +76.4% |
| YTD | -7.5% | -3.9% | -3.6% | -11.9% |
| 1Y | -1.4% | -7.4% | +6.1% | -3.7% |
| 3Y | -14.3% | +81.0% | -95.3% | -59.5% |
| All | -65.4% | +42.2% | -107.6% | -78.9% |
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 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