+72.6%
TEL vs AU
+577.5%
-504.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.5% | +3.1% | +3.5% |
| 7D | +1.6% | -4.3% | +5.8% | +2.0% |
| 30D | -0.7% | +7.3% | -8.0% | -1.6% |
| 3M | +2.4% | +26.3% | -23.9% | -0.4% |
| 6M | +4.1% | +1.8% | +2.4% | +2.8% |
| YTD | -5.8% | +26.8% | -32.6% | -8.4% |
| 1Y | +0.9% | +66.7% | -65.8% | -3.1% |
| 3Y | +72.6% | +579.1% | -506.5% | +51.1% |
| All | +72.6% | +577.5% | -504.9% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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