+402.6%
TEL vs ALLE
+260.9%
+141.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | +3.0% | -0.2% | +3.2% | +3.0% |
| 30D | -3.9% | -6.8% | +2.9% | -0.1% |
| 3M | -5.1% | +21.0% | -26.1% | -15.7% |
| 6M | +0.6% | +1.1% | -0.5% | -1.0% |
| YTD | -7.3% | -0.5% | -6.8% | -8.8% |
| 1Y | +1.1% | -7.3% | +8.4% | +3.5% |
| 3Y | +63.7% | +42.3% | +21.4% | +27.4% |
| 5Y | +50.7% | +13.5% | +37.2% | +31.4% |
| 10Y | +290.2% | +144.0% | +146.1% | +112.4% |
| All | +402.6% | +260.9% | +141.8% | +125.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling