+309.3%
TEL vs AGI
+392.3%
-83.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.5% |
| 7D | +1.6% | -2.7% | +4.3% | +1.8% |
| 30D | -0.7% | +7.2% | -7.9% | -1.2% |
| 3M | +2.4% | +4.3% | -1.8% | +1.9% |
| 6M | +4.1% | -27.1% | +31.2% | +5.8% |
| YTD | -5.8% | -6.6% | +0.8% | -5.9% |
| 1Y | +0.9% | +9.5% | -8.6% | -0.2% |
| 3Y | +72.6% | +208.4% | -135.8% | +60.6% |
| 5Y | +57.5% | +401.6% | -344.1% | +42.7% |
| All | +309.3% | +392.3% | -83.0% | +271.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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