+51.8%
TEL vs APA
+177.1%
-125.3%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.0% | -3.1% | -0.6% |
| 7D | +1.2% | +0.3% | +0.9% | +1.1% |
| 30D | -4.1% | +9.3% | -13.4% | -5.5% |
| 3M | -2.6% | +23.3% | -25.9% | -6.3% |
| 6M | 0.0% | +39.5% | -39.5% | -7.4% |
| YTD | -9.1% | +87.6% | -96.7% | -21.3% |
| 1Y | -0.8% | +114.2% | -115.1% | -17.2% |
| 3Y | +67.4% | +13.6% | +53.8% | +53.0% |
| 5Y | +51.8% | +175.6% | -123.8% | +8.1% |
| All | +51.8% | +177.1% | -125.3% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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