+84.3%
TEL vs ALLE
+93.1%
-8.8%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.8% | +2.9% | +4.6% |
| 7D | +0.6% | -0.6% | +1.2% | +0.9% |
| 30D | +0.2% | +26.6% | -26.4% | -9.1% |
| 3M | +1.5% | +13.2% | -11.7% | -3.5% |
| 6M | +6.9% | +42.9% | -36.0% | -8.7% |
| YTD | -2.8% | +21.0% | -23.8% | -11.6% |
| 1Y | -8.8% | +15.2% | -23.9% | -14.8% |
| 3Y | +84.3% | +95.6% | -11.3% | +29.3% |
| All | +84.3% | +93.1% | -8.8% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling