+70.2%
TEL vs AR
+46.7%
+23.5%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +3.0% | +2.5% | +0.5% | +2.7% |
| 30D | -3.9% | +14.8% | -18.7% | -5.4% |
| 3M | -5.1% | +6.2% | -11.3% | -5.8% |
| 6M | +0.6% | +4.3% | -3.7% | -0.5% |
| YTD | -7.3% | +14.4% | -21.7% | -10.2% |
| 1Y | +1.1% | +21.3% | -20.2% | -3.4% |
| All | +70.2% | +46.7% | +23.5% | +53.2% |
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