+299.4%
TEL vs ALLE
+146.0%
+153.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +1.4% |
| 7D | +1.2% | -2.2% | +3.4% | +2.5% |
| 30D | -4.1% | -8.3% | +4.2% | +0.7% |
| 3M | -2.6% | +16.3% | -18.8% | -11.5% |
| 6M | 0.0% | +1.8% | -1.8% | -2.0% |
| YTD | -9.1% | -3.9% | -5.1% | -8.7% |
| 1Y | -0.8% | -10.0% | +9.2% | +3.3% |
| 3Y | +67.4% | +45.8% | +21.5% | +27.4% |
| 5Y | +51.8% | +13.3% | +38.5% | +32.0% |
| 10Y | +299.4% | +155.3% | +144.2% | +119.6% |
| All | +299.4% | +146.0% | +153.5% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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