+51.8%
TEL vs A
-16.2%
+68.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.3% | +0.5% |
| 7D | +1.2% | -4.4% | +5.6% | +3.3% |
| 30D | -4.1% | -2.7% | -1.4% | -3.1% |
| 3M | -2.6% | +7.0% | -9.6% | -6.2% |
| 6M | 0.0% | +24.6% | -24.6% | -11.2% |
| YTD | -9.1% | +7.0% | -16.1% | -13.2% |
| 1Y | -0.8% | +15.6% | -16.4% | -9.3% |
| 3Y | +67.4% | +29.9% | +37.4% | +39.0% |
| 5Y | +51.8% | -15.4% | +67.1% | +47.5% |
| All | +51.8% | -16.2% | +68.0% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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