+50.7%
TEL vs APD
+26.2%
+24.5%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.3% |
| 7D | -1.4% | -2.5% | +1.0% | -0.6% |
| 30D | -4.9% | -1.9% | -3.0% | -4.3% |
| 3M | +0.1% | +8.2% | -8.1% | -3.3% |
| 6M | +0.4% | +10.7% | -10.4% | -4.3% |
| YTD | -8.9% | +22.9% | -31.8% | -17.2% |
| 1Y | -0.3% | +5.8% | -6.1% | -3.8% |
| 3Y | +67.6% | +7.8% | +59.8% | +57.7% |
| 5Y | +50.7% | +26.1% | +24.6% | +17.3% |
| All | +50.7% | +26.2% | +24.5% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling