+668.9%
TEL vs AU
+242.4%
+426.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.2% |
| 7D | +1.2% | +0.6% | +0.6% | +1.2% |
| 30D | -4.1% | +12.3% | -16.4% | -5.4% |
| 3M | -2.6% | +29.4% | -31.9% | -5.5% |
| 6M | 0.0% | +3.2% | -3.2% | -1.0% |
| YTD | -9.1% | +31.8% | -40.9% | -12.5% |
| 1Y | -0.8% | +83.4% | -84.2% | -8.0% |
| 3Y | +67.4% | +623.1% | -555.7% | +31.8% |
| 5Y | +51.8% | +700.5% | -648.8% | +15.8% |
| 10Y | +299.4% | +717.6% | -418.1% | +186.4% |
| All | +668.9% | +242.4% | +426.5% | +392.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling