+66.7%
TEL vs APD
+6.4%
+60.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | 0.0% |
| 7D | +1.2% | -4.6% | +5.8% | +2.3% |
| 30D | -4.1% | -4.2% | +0.1% | -3.2% |
| 3M | -2.6% | +5.0% | -7.6% | -4.0% |
| 6M | 0.0% | +8.9% | -8.9% | -2.5% |
| YTD | -9.1% | +21.9% | -31.0% | -14.3% |
| 1Y | -0.8% | +5.6% | -6.4% | -2.6% |
| All | +66.7% | +6.4% | +60.3% | +64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling