+50.7%
TEL vs ALL
+117.0%
-66.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.3% |
| 7D | -1.4% | -1.7% | +0.3% | -1.1% |
| 30D | -4.9% | -4.7% | -0.2% | -4.0% |
| 3M | +0.1% | +18.4% | -18.3% | -3.7% |
| 6M | +0.4% | +20.5% | -20.1% | -4.1% |
| YTD | -8.9% | +23.5% | -32.5% | -13.7% |
| 1Y | -0.3% | +29.0% | -29.3% | -6.9% |
| 3Y | +67.6% | +153.7% | -86.1% | +24.1% |
| 5Y | +50.7% | +114.8% | -64.1% | +19.7% |
| All | +50.7% | +117.0% | -66.3% | +19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling