+50.7%
TEL vs ALLY
-0.2%
+50.9%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.6% | -0.5% |
| 7D | -1.4% | +1.0% | -2.5% | -1.8% |
| 30D | -4.9% | -3.3% | -1.6% | -3.7% |
| 3M | +0.1% | +0.5% | -0.4% | -0.2% |
| 6M | +0.4% | +12.6% | -12.2% | -4.2% |
| YTD | -8.9% | -4.7% | -4.2% | -7.8% |
| 1Y | -0.3% | +5.2% | -5.5% | -3.0% |
| 3Y | +67.6% | +66.5% | +1.1% | +34.1% |
| 5Y | +50.7% | +0.2% | +50.4% | +41.8% |
| All | +50.7% | -0.2% | +50.9% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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