-52.7%
TEAM vs TEL
+50.4%
-103.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.1% | +1.0% |
| 7D | -7.8% | -2.3% | -5.5% | -6.3% |
| 30D | +16.5% | -6.1% | +22.6% | +20.7% |
| 3M | +96.2% | +1.7% | +94.5% | +92.3% |
| 6M | +130.2% | +1.6% | +128.6% | +116.2% |
| YTD | +10.7% | -9.1% | +19.8% | +10.4% |
| 1Y | +3.0% | -1.7% | +4.7% | -5.7% |
| 3Y | -13.1% | +67.3% | -80.4% | -54.5% |
| 5Y | -52.7% | +52.1% | -104.8% | -71.8% |
| All | -52.7% | +50.4% | -103.1% | -71.8% |
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