+79.8%
TEL vs APD
+27.2%
+52.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.5% |
| 7D | -0.9% | -0.2% | -0.7% | -0.8% |
| 30D | -0.2% | +11.0% | -11.3% | -2.5% |
| 3M | +2.0% | +1.3% | +0.7% | +1.7% |
| 6M | +6.4% | +6.4% | +0.1% | +4.6% |
| YTD | -3.2% | +28.9% | -32.2% | -10.0% |
| 1Y | -11.2% | +23.2% | -34.4% | -16.5% |
| 3Y | +79.8% | +26.3% | +53.4% | +70.1% |
| All | +79.8% | +27.2% | +52.6% | +70.1% |
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 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