+51.8%
TEL vs AG
+69.4%
-17.6%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.2% | -0.4% |
| 7D | +1.2% | -0.1% | +1.3% | +1.2% |
| 30D | -4.1% | +12.5% | -16.6% | -5.7% |
| 3M | -2.6% | +28.2% | -30.7% | -5.9% |
| 6M | 0.0% | -18.8% | +18.9% | +1.1% |
| YTD | -9.1% | +27.4% | -36.4% | -13.3% |
| 1Y | -0.8% | +132.2% | -133.0% | -12.2% |
| 3Y | +67.4% | +286.9% | -219.5% | +33.2% |
| 5Y | +51.8% | +72.8% | -21.0% | +31.9% |
| All | +51.8% | +69.4% | -17.6% | +31.9% |
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