+66.7%
TEL vs ACI
-45.1%
+111.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.1% |
| 7D | +1.2% | -5.0% | +6.3% | +1.4% |
| 30D | -4.1% | -2.3% | -1.8% | -4.0% |
| 3M | -2.6% | -23.2% | +20.6% | -2.2% |
| 6M | 0.0% | -29.5% | +29.5% | +0.6% |
| YTD | -9.1% | -28.6% | +19.5% | -8.6% |
| 1Y | -0.8% | -34.0% | +33.2% | +0.3% |
| All | +66.7% | -45.1% | +111.7% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling