+677.7%
TEL vs ALK
+546.5%
+131.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -2.8% | +9.0% | -11.9% | -5.6% |
| 30D | -4.1% | -1.6% | -2.4% | -3.9% |
| 3M | -3.4% | -23.2% | +19.8% | +4.2% |
| 6M | -3.5% | -3.9% | +0.4% | -3.8% |
| YTD | -8.0% | -22.6% | +14.6% | -3.1% |
| 1Y | -13.7% | -5.3% | -8.4% | -14.8% |
| 3Y | +71.9% | +18.6% | +53.3% | +49.2% |
| 5Y | +40.9% | -34.4% | +75.3% | +44.7% |
| 10Y | +293.3% | -40.8% | +334.1% | +274.7% |
| All | +677.7% | +546.5% | +131.1% | +228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 all: compounded portfolio wealth divided by compounded ALK 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…
all analysis · Full analysis span regression · 6 months rolling