+710.1%
TEL vs APTV
+180.9%
+529.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.6% | +2.9% | +0.3% |
| 7D | -1.4% | +2.0% | -3.4% | -2.3% |
| 30D | -4.9% | -7.7% | +2.8% | -1.5% |
| 3M | +0.1% | -34.0% | +34.1% | +18.4% |
| 6M | +0.4% | -37.1% | +37.5% | +19.5% |
| YTD | -8.9% | -39.9% | +31.0% | +10.0% |
| 1Y | -0.3% | -44.4% | +44.1% | +24.5% |
| 3Y | +67.6% | -54.5% | +122.1% | +118.7% |
| 5Y | +50.7% | -69.1% | +119.8% | +126.4% |
| 10Y | +288.6% | -20.0% | +308.6% | +235.5% |
| All | +710.1% | +180.9% | +529.1% | +226.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 all: compounded portfolio wealth divided by compounded APTV 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…
all analysis · Full analysis span regression · 6 months rolling