+67.6%
TEL vs ALL
+150.3%
-82.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.6% |
| 7D | -1.4% | -1.7% | +0.3% | -1.3% |
| 30D | -4.9% | -4.7% | -0.2% | -4.6% |
| 3M | +0.1% | +18.4% | -18.3% | -1.2% |
| 6M | +0.4% | +20.5% | -20.1% | -1.2% |
| YTD | -8.9% | +23.5% | -32.5% | -10.7% |
| 1Y | -0.3% | +29.0% | -29.3% | -3.1% |
| 3Y | +67.6% | +153.7% | -86.1% | +41.4% |
| All | +67.6% | +150.3% | -82.7% | +41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling