+52.1%
TEL vs AA
+5.3%
+46.8%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.8% | +4.8% | +1.0% |
| 7D | -2.3% | -5.4% | +3.1% | -1.2% |
| 30D | -6.1% | -10.7% | +4.6% | -4.0% |
| 3M | +1.7% | -26.2% | +27.9% | +7.7% |
| 6M | +1.6% | -20.9% | +22.6% | +5.0% |
| YTD | -9.1% | -8.6% | -0.4% | -9.5% |
| 1Y | -1.7% | +57.4% | -59.1% | -13.8% |
| 3Y | +67.3% | +77.8% | -10.5% | +35.9% |
| 5Y | +52.1% | +2.7% | +49.4% | +31.4% |
| All | +52.1% | +5.3% | +46.8% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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