+186.8%
TEL vs ACI
+17.4%
+169.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.2% | +0.1% |
| 7D | -2.3% | -7.1% | +4.8% | -1.8% |
| 30D | -6.1% | -4.5% | -1.6% | -5.8% |
| 3M | +1.7% | -22.3% | +24.0% | +3.2% |
| 6M | +1.6% | -28.4% | +30.0% | +3.6% |
| YTD | -9.1% | -29.5% | +20.4% | -7.2% |
| 1Y | -1.7% | -34.2% | +32.6% | +0.9% |
| 3Y | +67.3% | -45.7% | +113.0% | +74.3% |
| 5Y | +52.1% | -40.8% | +92.9% | +56.1% |
| All | +186.8% | +17.4% | +169.5% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling