+74.4%
TEL vs AR
+34.1%
+40.3%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.4% |
| 7D | -2.8% | -14.3% | +11.4% | -1.4% |
| 30D | -4.1% | +1.4% | -5.5% | -4.3% |
| 3M | -3.4% | +3.4% | -6.8% | -4.0% |
| 6M | -3.5% | -2.1% | -1.4% | -3.7% |
| YTD | -8.0% | +4.7% | -12.7% | -10.3% |
| 1Y | -13.7% | +10.6% | -24.3% | -16.8% |
| All | +74.4% | +34.1% | +40.3% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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