+72.6%
TEL vs AON
-7.5%
+80.1%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.7% | +5.2% | +3.7% |
| 7D | +1.6% | -6.3% | +7.9% | +2.0% |
| 30D | -0.7% | -14.1% | +13.4% | +0.3% |
| 3M | +2.4% | -9.5% | +11.9% | +3.1% |
| 6M | +4.1% | -4.0% | +8.1% | +4.2% |
| YTD | -5.8% | -13.8% | +8.0% | -4.6% |
| 1Y | +0.9% | -18.3% | +19.2% | +3.4% |
| 3Y | +72.6% | -7.2% | +79.8% | +73.7% |
| All | +72.6% | -7.5% | +80.1% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling