+309.3%
TEL vs AON
+204.8%
+104.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.2% | +4.3% |
| 7D | +1.6% | -6.3% | +7.9% | +4.4% |
| 30D | -0.7% | -14.1% | +13.4% | +5.5% |
| 3M | +2.4% | -9.5% | +11.9% | +5.8% |
| 6M | +4.1% | -4.0% | +8.1% | +4.1% |
| YTD | -5.8% | -13.8% | +8.0% | -1.8% |
| 1Y | +0.9% | -18.3% | +19.2% | +7.6% |
| 3Y | +72.6% | -7.2% | +79.8% | +68.2% |
| 5Y | +57.5% | +7.3% | +50.2% | +38.9% |
| All | +309.3% | +204.8% | +104.6% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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