+309.3%
TEL vs ALL
+365.1%
-55.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.2% |
| 7D | +1.6% | -2.3% | +3.8% | +2.6% |
| 30D | -0.7% | -0.4% | -0.2% | -0.5% |
| 3M | +2.4% | +16.0% | -13.6% | -4.9% |
| 6M | +4.1% | +24.6% | -20.4% | -7.0% |
| YTD | -5.8% | +23.7% | -29.5% | -16.2% |
| 1Y | +0.9% | +27.7% | -26.9% | -12.2% |
| 3Y | +72.6% | +150.2% | -77.6% | -0.1% |
| 5Y | +57.5% | +117.1% | -59.5% | -5.1% |
| All | +309.3% | +365.1% | -55.7% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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