+49.1%
TEL vs AMIX
-99.9%
+148.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.6% | -0.3% |
| 7D | +3.0% | -13.7% | +16.7% | +3.1% |
| 30D | -3.9% | -62.1% | +58.1% | -3.1% |
| 3M | -5.1% | -46.2% | +41.1% | -7.5% |
| 6M | +0.6% | -46.4% | +47.0% | -2.0% |
| YTD | -7.3% | -60.3% | +53.0% | -9.7% |
| 1Y | +1.1% | -79.7% | +80.8% | -1.4% |
| All | +49.1% | -99.9% | +148.9% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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