-1.6%
TEL vs APD
+6.2%
-7.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.1% |
| 7D | +1.2% | -4.6% | +5.8% | +1.3% |
| 30D | -4.1% | -4.2% | +0.1% | -4.1% |
| 3M | -2.6% | +5.0% | -7.6% | -2.9% |
| 6M | 0.0% | +8.9% | -8.9% | -0.4% |
| YTD | -9.1% | +21.9% | -31.0% | -9.8% |
| All | -1.6% | +6.2% | -7.8% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling