-16.2%
TEL vs AG
+33.1%
-49.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -3.2% | -3.0% | -5.7% |
| 7D | -7.4% | -2.9% | -4.5% | -6.9% |
| 30D | -6.0% | -15.1% | +9.1% | -3.5% |
| 3M | -5.0% | -15.4% | +10.4% | -3.1% |
| 6M | +0.5% | -21.9% | +22.4% | +2.8% |
| YTD | -8.3% | -10.4% | +2.1% | -11.3% |
| 1Y | -16.2% | +39.8% | -56.0% | -27.8% |
| All | -16.2% | +33.1% | -49.3% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling