+712.7%
TEL vs ATI
+101.4%
+611.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.7% | +3.0% | +0.4% |
| 7D | +4.5% | +4.2% | +0.4% | +3.2% |
| 30D | +2.9% | -2.5% | +5.4% | +3.4% |
| 3M | +1.1% | -19.4% | +20.6% | +7.3% |
| 6M | +5.0% | +11.1% | -6.1% | +0.6% |
| YTD | -3.9% | +59.5% | -63.4% | -17.5% |
| 1Y | -7.4% | +85.8% | -93.2% | -24.0% |
| 3Y | +81.0% | +311.9% | -230.9% | +11.9% |
| 5Y | +42.3% | +963.2% | -920.9% | -35.9% |
| 10Y | +284.8% | +977.6% | -692.8% | +43.1% |
| All | +712.7% | +101.4% | +611.3% | +201.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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