+46.6%
TEL vs AG
+5.9%
+40.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.9% | +5.4% | +0.3% |
| 7D | -0.9% | +6.0% | -6.9% | -1.7% |
| 30D | -0.2% | -13.5% | +13.3% | +1.5% |
| 3M | +2.0% | -20.7% | +22.7% | +4.5% |
| 6M | +6.4% | -31.5% | +38.0% | +10.2% |
| YTD | -3.2% | -10.1% | +6.9% | -4.0% |
| 1Y | -11.2% | +26.0% | -37.2% | -15.2% |
| 3Y | +79.8% | +228.9% | -149.1% | +45.9% |
| 5Y | +46.6% | +8.7% | +37.9% | +40.8% |
| All | +46.6% | +5.9% | +40.6% | +40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling